Financial Advisor

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, the financial security of our clients is our foremost concern. Rooted in deep knowledge, expertise, and integrity, we collaborate with premier financial institutions worldwide. Our mission is focused on safeguarding our clients' retirement savings, making sure their investments remain stable during uncertain times. Our unique retirement planning strategy prioritizes growth, preservation, and consistent returns, aiming for substantial growth while mitigating the volatility of the stock market.


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 puts you in a crucial position to make a significant impact. You will lead clients through their retirement journey with our comprehensive financial planning approach. You will craft personalized financial strategies encompassing fee-based investments, annuities, and life insurance, all aimed at securing 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 is based in Naples, Florida, and requires your physical presence. This position is open to candidates considering relocating but 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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