What are the responsibilities and job description for the Financial Advisor: Life Insurance & Wealth Management position at Planning Alliance?
As a Financial Representative 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.
What you’ll be doing…
Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products, and services.
Develop and maintain relationships with a base of clients who value your input and guidance.
Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will last for years.
Our Commitment…
Mutual Respect – We want clients to advocate for themselves. We also know the process can vary for each client. As a team member, you’ll understand how to engage and empathize with clients while drawing on knowledge that breaks through the noise with clarity of purpose to build better financial futures.
Doing the Right Thing – We invite constructive and productive conversations across our firm and with our clients. Feedback can be difficult, and it is integral to your continued growth and development.
Community Involvement – We believe in building community through philanthropy. Team members answer the call of charitable service by partnering with nationally recognized non-profits, including but not limited to United Way and Habitat for Humanity.
Basic Qualifications :
Must be a US citizen or permanent resident.
Must be willing and able to obtain appropriate insurance licensing (Life & Health Producer)
You are a self‐motivated individual with a confident personality, strong work ethic, high integrity, and passion for succeeding.
You desire to help others achieve their goals and dreams through cultivating long-term relationships.
You are ambitious, entrepreneurial, and looking for career growth and development.
Preferred Qualifications :
Life Producer Licensed
Accident & Health Producer Licensed
A four‐year college degree
SIE, Series 66 & 7
Benefits :
A competitive benefits package, including defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more.
Continuous Learning – Team members gain a competitive edge leveraging technology like The Living Balance Sheet. Our Managing Directors provide 18 to 24 months of one-on-one training while offering certification and licensing opportunities to help you become established as a trusted financial advisor.
Mentorship and joint-work opportunities.
Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
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