Financial Advisor
$61,000–$119,000 year
On-siteMonroeville, Pennsylvania, United States
Job Summary
Grow your client base through new connections and referral networks while building personalized, holistic financial plans tailored to unique needs. Manage client financial plans to support them through every life stage, delivering services in asset protection, education funding, investments, and retirement solutions. Obtain required licenses including Life/Accident & Health, SIE, Series 6, 7, and 63, utilizing award-winning training and proprietary planning software to drive longevity. Earn uncapped, performance-based revenue with renewal income and bonuses, operating as an independent contractor to shape your practice around your long-term vision.
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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