What are the responsibilities and job description for the Financial Advisor position at Fox Talent Solutions?
We’re working with an awesome client who is looking for Financial Advisors (Seasoned and New) who are ready to take their careers to the next level. Whether you're looking for more autonomy, access to better resources, and high earning potential, this role provides the environment to thrive. The culture blends entrepreneurial freedom with structured mentorship, allowing advisors to thrive independently while staying connected to a collaborative, high-performance team. There are offices in PA and NJ, work location is flexible.
This opportunity is ideal for advisors seeking support to move quicker and efficiently in the field, a more competitive compensation model, and long-term career growth. You'll be supported in expanding your career through structured training, shadowing opportunities, and access to top-tier strategies.
We are looking for professionals who are entrepreneurial and self-motivated with a desire to build something long-term. Those who are successful in this role have strong interpersonal and relationship-building skills. Goal-driven and eager to scale both client and professional growth.
Responsibilities
- Deliver comprehensive financial planning services including life insurance, investments, and retirement solutions.
- Build and scale your own book of business through a client-focused, consultative approach.
- Retain clients by providing ongoing service, financial reviews, and planning updates.
- Leverage advanced strategies to set goals, close deals, and maximize revenue.
- Guide clients through financial transitions, from protection to wealth building.
- Educate clients and advisors on financial strategies, product offerings, and long-term planning.
- Maintain compliance with all regulatory requirements and company policies.
- Prospect and develop new client relationships through networking, referrals, and community engagement.
Required Qualifications
- Industry experience in sales, marketing, financial planning/advising, insurance sales, or wealth management.
Preferred Qualifications
- FINRA Series 6 and/or Series 7 license
- Bachelor's degree in finance or related field
