Financial Advisor
October 2
Description
• Conduct individual and group presentations, in person or via video technology. • Actively participate in benefit fairs and new employee orientations. • Assist Relationship Manager and/or District Vice President with targeted education campaigns. • Meet with participants and eligible employees to educate on plan participation.
Requirements
• High school diploma or GED required; Bachelor's Degree preferred • Series 7, Series 66 or 65 preferred and appropriate state insurance licenses required • CFP, ChFC or similar designations desirable • Must have excellent presentation skills • Bilingual Spanish/English skills a plus
Benefits
• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools • Company-paid E&O, licensing fees, continuing education and compliance support
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