Financial Advisor

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Naples, United States Magellan Financial & Insurance Services, Inc. Full time

Become a Part of the Safety First Financial Team


Introduction to Safety First Financial:

Hello At Safety First Financial, our top priority is the financial security of our clients. Grounded in extensive knowledge, expertise, and integrity, we partner with leading financial institutions around the globe. Our mission is dedicated to protecting our clients' retirement funds, ensuring that their investments are secure in times of uncertainty. Our distinctive approach to retirement planning emphasizes growth, preservation, and steady returns, striving for significant growth without the stock market's volatility.


What We Provide:

  • Monthly seminars hosted at upscale restaurants, fully sponsored.
  • A personal office for client meetings.
  • Comprehensive back-office support for business tracking and follow-ups.
  • Advanced technology and CRM tools for managing the sales cycle.
  • Regular team meetings and training sessions.
  • Personal coaching from industry leaders.
  • An environment that lets you concentrate solely on client service and business development.


The Role: Financial Advisor

Joining Safety First Financial as a Financial Advisor places you in a vital role where you can make a significant impact. You will guide clients through their retirement journey using our holistic financial planning approach. You will develop personalized financial strategies that include fee-based investments, annuities, and life insurance, all designed to secure their financial future.


Your Responsibilities:

  • Navigate clients through comprehensive financial planning.
  • Develop and execute holistic financial strategies.
  • Specialize in wealth management, retirement planning, and insurance solutions.
  • Work with various financial products, such as AUM, FIAs, and life insurance.


Who We're Looking For:

  • A dedicated financial planner with excellent communication skills.
  • Someone eager for personal and professional growth.
  • Must have an active Life and Health Insurance License.
  • Strong sales and closing capabilities; prior experience is a plus but not required.
  • A motivated individual driven by ethical success.


Please note, this position requires in-person engagement and is not suitable for remote candidates.


Safety First Financial is an equal opportunity employer. We are committed to fostering a diverse and inclusive environment for all employees.

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