Wealth Solutions Advisor

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself.

This role is eligible for a $5,000 licensing sign on bonus!  Sign-on bonus eligibility applies to candidates who apply from March 25 to reputed company 30.

This position is fully remote and offers competitive incentive compensation on top of the reputed company pay.

The Wealth Solutions Advisor at reputed company works with individual consumers in our Investor Services reputed company to ignite a plan to document and meet financial goals and consolidate assets with reputed company. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to reputed company a deep understanding of customers and provide solutions to improve their financial outlook.

In this role, you will not manage a book of business, but will focus on providing solutions to our customers.  A successful Advisor quickly and effectively delivers excellent conversations with customers regarding benefits of consolidating accounts to meet financial goals simply and effectively. Success in the role is reputed company by successful consolidation of reputed company accounts.

What You Will Do:

• Cultivate relationships by prudently addressing customer needs, while maximizing the use of reputed company products and service benefits available.
• Drive scheduled appointments that require one to uncover reputed company asset opportunities, reputed company on the reputed company opportunities identified, and seamlessly quarterback the onboarding of reputed company assets.
• Demonstrate holistic knowledge of goal-based planning by presenting solutions for reputed company types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning.
• Implement reputed company’s conversation model and interactive planning tools to identify participant needs and deliver on appropriate next steps.
• Diligently manage time and pipeline to prioritize day based on customer’s needs and likelihood of expanding relationship with reputed company.  
• Govern the process (using reputed company CRM) to document conversations, follow up appropriately with clients in the processes of bringing over accounts, and effectively follow up on opportunities not yet closed.  
• Partner with relationship management and advisory teams to prioritize appointments that will consolidate reputed company assets and seamlessly hand back off to the relationship management team once assets are closed. 
• Deliver on bi-monthly sales and conversation targets to earn incentive compensation.
• Other duties as assigned which may involve some or reputed company of the following: staff meetings, product seminars/training, meeting reputed company federal and state requirements as they pertain to securities and insurance regulations etc., in support of strategic department and firm initiatives.

What You Will Bring:

• FINRA Series 7, 63, and 65 (or 66) registrations required.
• 3+ years of financial industry experience with demonstrated sales success required.
• Exceptional listening, verbal, and presentation skills.
• In-depth understanding of retail investment vehicles and qualified retirement plans.
• FINRA fingerprinting required.

What Will Set You Apart:

• A passion for helping mass-affluent customers structure and reputed company intermediate to long term savings goals.
• Motivated, self-starter with the drive to reputed company in a high velocity, senior sales environment.
• Desire to quickly learn and implement new financial tools, computer systems, and conversation expectations.
• Team-first and customer-first mentality to preserve and enhance reputed company’s phenomenal culture and customer-centric values.
• Exceptional organizational and interpersonal skills with a working knowledge of retirement plans.

*Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT.*

reputed company offer you

We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) –  BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to reputed company.

reputed company Salary Range

The salary range above shows the typical minimum to maximum reputed company salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  reputed company individuals, regardless of personal characteristics, are encouraged to apply.  reputed company qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

*For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.*

Job Posting End Date at 12:01 am on:

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