Financial Advisor
$61,000–$119,000 year
On-siteWatertown, New York, United States
Job Summary
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience. Build personalized, holistic financial plans tailored to every client's unique needs covering planning, asset protection, education funding, and retirement solutions. Manage your client's financial plans to help them achieve their goals and grow relationships to support them through every stage of life. As an independent contractor, you operate as a business owner with uncapped earning potential based on performance, supported by award-winning training and proprietary planning software.
Required Qualifications
- Bachelor's degree
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6
- Series 7
- Series 63
Desired Qualifications
- Certified Financial Planner® licensing support
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