What are the responsibilities and job description for the Financial Advisor position at Axiom Path?
BE PART OF A HIGH-PERFORMING TEAM:
Join a well-established financial services organization recognized for its industry leadership and long-standing commitment to financial security. The company provides expert guidance in areas such as retirement planning, investment strategies, insurance solutions, estate planning, and business financial planning. With a strong reputation for financial strength and stability, the team consists of highly skilled financial professionals dedicated to helping clients achieve their financial goals.
This dynamic and collaborative environment supports financial representatives with extensive training, mentorship, and access to a network of financial specialists. The team is actively working on innovative financial strategies to address the evolving needs of individuals, families, and businesses, ensuring long-term financial success.
WHAT'S IN STORE FOR YOU:
- Exceptional Income Potential with performance-based incentives.
- Leadership Opportunities for those looking to grow their careers in financial services.
- Comprehensive Training & Development, including mentorship programs and ongoing education.
- Sponsorship of Licensing & Credentialing, including support for SIE, Series 6 or 7, and Life & Health Insurance licenses.
- Development Stipends & Expense Allowances to help build a successful practice.
HOW YOU WILL MAKE AN IMPACT:
As a Financial Representative, you will play a crucial role in helping clients secure their financial future by providing personalized strategies and solutions. Your responsibilities will include:
- Consulting with clients to understand their financial goals and developing tailored strategies.
- Providing expert advice on investment planning, retirement solutions, estate planning, and business financial services.
- Offering a range of insurance and wealth management solutions to meet client needs.
- Building and maintaining long-term relationships with clients through regular financial reviews.
- Conducting market outreach and prospecting to expand your client base.
- Participating in training and coaching sessions with experienced financial professionals.
- Collaborating with internal specialists to design comprehensive financial plans.
ARE YOU A FINANCIAL SERVICES ROCK STAR?
The ideal candidate brings a strong combination of financial knowledge, communication skills, and relationship-building abilities.
Required Qualifications:
- Bachelors degree or equivalent professional experience.
- Strong verbal and written communication skills with the ability to connect with diverse clients.
- Passion for financial planning, wealth management, and helping clients achieve financial security.
- Strong problem-solving skills and the ability to develop creative financial strategies.
- Self-motivated and goal-oriented with an entrepreneurial mindset.
Preferred Qualifications:
- Experience in financial management, insurance, or investment services.
- Background in sales, business development, executive leadership, or community engagement.
- Prior military service, athletic experience, or leadership roles that demonstrate discipline and commitment.
- Prior sales or business experience is a plus.
- Certifications such as SIE, Series 6/7, and Life & Health Insurance license (or willingness to obtain with company sponsorship).
Salary : $10,000 - $50,000
