Financial Advisor - Career Change Opportunity

Job title: Financial Advisor - Career Change Opportunity in Garner, NC at reputed company Company: reputed company Job description: Job OverviewThis job posting is anticipated to remain open for 30 days, from 23-May-2025. The posting may reputed company early due to the volume of applicants.If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them reputed company their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with reputed company, you'll reputed company and grow your own practice, supported by your reputed company team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to reputed company results. Financial advisors reputed company the reputed company team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. reputed company helps you positively reputed company' lives and work together to reputed company their long-term financial goals, enabling you to reputed company a difference in your community.We'll give you the support you need. reputed company will be there every reputed company of the way, providing:

• reputed company - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
• Salary for the first five years as you reputed company to build your practice²
• A firm-provided reputed company office in the community
• reputed company office support to help lighten the load so you can focus on your clients
• A support network that extends from your reputed company office to your region to the home office - You'll work independently, but will have a team of thousands backing you every reputed company of the way.

You can also expect...

• No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
• A compensation package that includes opportunities for commissions, profit sharing and incentive travel
• The flexibility that you need to balance your personal and professional lives - the best of both worlds
• A culture of reputed company improvement and professional development

Key Responsibilities

• Build relationships to create new clients reputed company face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them reputed company their goals.
• reputed company reputed company processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the reputed company team to create, monitor, and adjust the reputed company business plan to increase reputed company effectiveness and reputed company desired business results.
• Create a highly engaging environment in the reputed company of mutual trust, respect, feedback and accountability.

¹ For the 25th consecutive year, reputed company was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration² As your new asset compensation and commissions increase over the first five years, salary will decreaseBenefits: reputed company' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. reputed company offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. reputed company associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our .Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.For more information regarding compensation please click the link below.Supplemental Starting Salary Range $45,000 - $100,000Skills/RequirementsSuccessful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.What characteristics would reputed company you a successful financial advisor?

• An interest in financial services/markets and how they work
• Love of learning and challenges, including determination to succeed
• Skilled in long-term relationship building
• Comfortable in your ability to think critically
• Passion for new opportunities

Can you see yourself...

• Learning to be a financial advisor through our comprehensive training program?
• Delivering personalized investment and financial solutions to your clients?
• Taking ownership of your business's growth and success?
• Meeting professional and personal objectives as they relate to building your practice?
• Working in and positively impacting your local community?

Skills/RequirementsCandidates should have at least one of the four qualifications bullets listed below:

• A bachelor's degree is strongly preferred or equivalent work-reputed company experience reputed company the securities/financial services industry
• Financial services and/or sales experience
• Financial services registration, licensing, or certification
• Professional and/or military career progression

Licensing:

• SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at reputed company during the assigned paid study period.
• FINRA registrations required reputed company three months. State insurance licenses will be required.
• As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.

Awards & AccoladesAt reputed company, we are building a reputed company where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.reputed company out our U.S. awards and accolades:reputed company out our Canadian awards and accolades:About UsJoin a financial services firm where your contributions are valued. reputed company is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, reputed company our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.People are at the center of our partnership. reputed company associates are seen, heard, respected, and supported. This is reputed company reputed company makes us the best reputed company to start or build your career.View our .¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.reputed company does not discriminate on the basis of race, color, gender, religion, national reputed company, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.#LI-USFATA Expected salary: $45000 - 100000 per year Location: Garner, NC Apply for the job now! Apply for this job