Financial Advisor (Career Changers Welcome!)
reputed company has been a leader in financial planning for nearly 170 years, providing clients with comprehensive strategies to navigate their financial lives. They are seeking Financial Advisors who are entrepreneurial and eager to reputed company resources and mentorship to build their financial expertise while helping clients with planning, investments, and insurance needs.
Responsibilities
- Help clients with comprehensive financial planning and innovative financial strategies
- Provide personalized digital experiences and access to industry-leading products
- Support clients in navigating their financial lives through various services such as investment and advisory services, retirement solutions, and business needs analysis
Skills
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in sales, athletics, military, client services, or client-facing roles
- Excellent time-management skills
- Desire for reputed company learning
- Legal authorization to work in the US without sponsorship
- Bachelor's
- Ability to Commute: Boise, ID 83702
Benefits
- Support for insurance licensing, SIE, Series 6/7, Series 63, Certified Financial Planner®, and more
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Fully company-funded retirement package and pension plan
- Parental benefits at every stage of family planning
- Dental insurance
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Company Overview