What are the responsibilities and job description for the Financial Advisor- Wealth Management & Life Insurance position at Planning Alliance?
💰 Sign-On Bonus Available for the Right Candidate
Are you passionate about helping individuals and businesses secure their financial future? As a Wealth Management Advisor, you’ll play a vital role in your community by providing access to financial solutions that protect assets, simplify financial planning, and build long-term wealth.
✔ Work closely with clients to understand their goals, concerns, and financial situations.
✔ Develop personalized financial strategies using a range of products and services.
✔ Build and maintain meaningful, long-term client relationships.
✔ Keep clients' financial plans up-to-date and aligned with their evolving needs.
🔹 A Culture of Respect – We empower our clients while ensuring they receive clear, empathetic, and knowledgeable guidance.
🔹 Integrity & Excellence – We foster open, constructive conversations to promote professional growth and client success.
🔹 Community Impact – We believe in giving back through partnerships with organizations like United Way and Habitat for Humanity.
✔ Required:
- U.S. Citizen or Permanent Resident
- Willingness to obtain Life & Health insurance licensing
- Self-motivated with a strong work ethic, integrity, and a passion for helping others
- Entrepreneurial mindset with a drive for success and professional growth
✔ Preferred:
- Active Life & Health Insurance License
- Bachelor’s Degree
💼 Competitive Compensation & Benefits
- Defined Benefit Plan, 401(k) with match and Roth options
- Health, dental, and vision insurance
📚 Comprehensive Training & Development
- 18-24 months of one-on-one mentorship from experienced Managing Directors
- Certification and licensing opportunities
- Access to cutting-edge financial technology, including The Living Balance Sheet
🚀 Career Growth & Leadership Opportunities
- Ongoing education, tuition reimbursement, and leadership training
- Collaborative joint-work opportunities
Ready to take your career to the next level? Apply today and start making a meaningful impact!
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2025-146476
Planning Alliance 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:1040 Broad Street, Suite 202, Shrewsbury, NJ 07702, ph# 848.456.3060. PAS is a wholly-owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. The Living Balance Sheet® (LBS) and the LBS Logo are service marks of Guardian. © Copyright 2005-2024 Guardian
