What are the responsibilities and job description for the Advisory Services Specialist position at ValuTeachers?
Job Summary
We are seeking a highly skilled Internal Financial Advisor to join our team. This role will be responsible for providing expert advice on financial matters to clients and managing their portfolios efficiently.
Key Skills and Qualifications
- Bachelor's degree in a business-related field or equivalent professional experience
- Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred
- Series 6, Series 63, or obtain within a specific time frame
- LIFE and Health Licenses
- Knowledge of CRM and digital financial advice platforms
Our Benefits
- Opportunity for advancement
- Training & development
- Paid time off
Our Team
We offer a competitive base salary commissions, a proven template system, ongoing mentorship from the executive team, technology and systems to enable you to manage clients' financial information and plans efficiently, turnkey marketing services, office/call center environment, and securities offered through GLP Investment Services, LLC, Member FINRA/SIPC.
