What are the responsibilities and job description for the Financial Advisor position at Affordable Insurance Network?
Financial Advisor
Location : Raleigh / Durham, NC
Company : AIN Services
About Us :
AIN Services stands out as a multi-million-dollar enterprise and ranks among the most distinguished agencies in North Carolina. Our mission is to guide individuals and families toward achieving their financial aspirations through personalized financial planning and insurance strategies. Known for our client-centered approach, we deliver comprehensive solutions that help secure financial security and peace of mind.
Position Overview :
We are seeking an enthusiastic and driven Financial Advisor to join our expanding team. This role offers a rare chance to grow within a firm that is deeply committed to cultivating exceptional fiduciaries skilled in financial planning, insurance, and investment advisory services. With unparalleled potential for career growth, this position offers the prospect of rising to elite levels in the industry, including earning a substantial six-figure income. Ideal candidates will possess financial acumen paired with a dedication to continuous learning and professional growth.
Key Responsibilities :
- Develop and present comprehensive financial plans to clients, addressing areas like retirement planning, investment strategies, estate planning, tax optimization, Social Security, and Medicare (IRMAA) planning.
- Evaluate clients’ financial situations and recommend tailored solutions.
- Maintain and update client portfolios to ensure alignment with long-term goals.
- Work toward obtaining advanced certifications in Estate Planning, IRA Planning, and related fields as part of a structured 3-year vesting program.
- Build and maintain strong client relationships through ongoing communication and reviews.
- Ensure compliance with all industry regulations and company standards.
- Collaborate with leadership to achieve personal and company growth objectives.
Qualifications :
What We Offer :