What are the responsibilities and job description for the Financial Professional position at Alliance Financial Group?
Alliance Financial Group is looking for dynamic entrepreneurs to grow our team in SWFL. Our history dates to 1987, as one of the first insurance and financial planning enterprises in southwest Florida. We began and continue our mission with one goal- to protect and provide for what you care about most.
Are you?
- Self-motivated with a confident personality, strong work ethic, and the interest to help others and make a positive impact in your community?
- Coachable and able to build long-lasting relationships?
- Entrepreneurial with the desire to grow your practice in a way that feels authentic to you, with the flexibility to have work/ life balance?
As a Financial Professional/ Advisor you will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
Requirements:
- Must be a US citizen or permanent resident
- A four‐year college degree or a combination of education and experience
- Obtain appropriate insurance and investment licenses (2-15, Series 7 and 66) We provide training materials for you
- Accountability and discipline: you are responsible for yourself and your income. In this performance-based role, you will need focus and confidence as you connect with clients and help them achieve financial success through planning and protection
About us:
Providing the best for clients means we need to provide our financial advisors with the support, resources, and development you need to succeed and grow your business. Alliance Financial Group [a member of The Guardian Network®] will provide…
- Mentorship and joint work opportunities, in-house marketing support, and the best possible environment for you to be successful- your job, is to take it.
- Solid leadership and generous benefits package including health and dental insurance, Defined Benefit Plan, 401(k) with match and more
- Ongoing training and career development, including continuing education and growth opportunities.
Agency of The Guardian Life Insurance Company of America, New York, NY.
Alliance Financial Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 14021 Metropolis Avenue Fort Myers, FL 33912, 239-561-2900. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. 2023-166287 Exp 12/25
Salary : $24,000 - $250,000