Financial Advisor
$61,000–$119,000 year
On-siteHuntersville, North Carolina, 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 asset and income protection, education funding, investments, 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. Start as a financial representative focused on client-building and obtaining licenses before advancing to a full advisor role. You will work independently as an entrepreneur to shape your workday around your life, with uncapped earning potential based on performance.
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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