What are the responsibilities and job description for the Financial Advisor position at United Financial Alliance?
Company Description
The United Financial Alliance. We are an office of Equity Services Inc., an independent broker dealer affiliated on the insurance side with National Life Group.
We offer access to a wide variety of products and services, to help your clients meet their financial goals, estate strategies and insurance needs. We are seeking talented people to join our team of professionals. Our team consists of individuals who are leaders in insurance, financial, estate, personal and business planning.
Role Description
This is a full-time hybrid role for a Financial Advisor/Career Agent at United Financial Alliance, The National Life Group. The Financial Advisor/Career Agent will be responsible for providing financial planning services, offering investment options, and assisting clients with their insurance needs. This role is located in Hauppauge, NY, with flexibility for some remote work. Career changers with a history of success in another industry or profession are welcome to apply as well as recent business, finance or entrepreneurship grads.
Qualifications
- Valid license for insurance and/or securities sales
- Strong knowledge of financial planning principles and investment strategies
- Excellent communication and interpersonal skills
- Ability to analyze and understand complex financial information
- Experience in sales or customer service
- Bachelor's degree in Finance, Economics, or a related field a plus
- Certifications such as Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) are a plus
If you meet these qualifications and are passionate about helping individuals and families achieve their financial goals, we would love to hear from you.
- Financial Services
Full-time
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