Financial Advisor

2 weeks ago

Amherst, United States Livictus Financial Services Full time

Livictus Financial Services has a new and exciting opportunity for an established Financial Advisor. If you are looking to grow your practice to the next level, we have the values, culture and resources to help you achieve your professional goals. We welcome a diverse pool of applicants and urge you to apply to learn more about what we have to offer and to see if this might be an attractive fit.

Livictus Philosophy to Financial Planning

Livictus Financial Services serves both individuals and small business owners. We believe strongly in comprehensive financial planning for clients - every client deserves a financial plan. From the plan, customized and collaborative strategies to help clients achieve their respective goals are implemented and monitored over time. Strategies include wealth management, retirement income planning, risk minimization through insurance (life, LTC, health and disability), estate planning and legacy planning. Along the way, establishing and maintaining strong relationships is critical.

Office Culture

Our office is high energy and always team focused. We are welcoming, respectful and inclusive. We are always committed to doing what is in the best interest of the client. Our advisors are collegial and collaborative, and our staff are closer to business partners than task doers. As the Owner of this firm, my door is always open to the staff and advisors.

Livictus Financial Services Can Offer the Candidate:

  • Freedom to run their own practice/book of business.
  • Equity ownership in their book of business.
  • Access to multiple sources of agency leads to supplement the growth initiatives of your own. Agency Leads include over 1,500 leads from the existing book of life insurance, cross-selling property & casualty clients, existing investment clients and access to the 403(b) market through Lincoln Investment.
  • Access to a dedicated staff (2 members) to support you and your practices growth.
  • Potential for a long-range succession plan towards agency ownership.
  • Access to leading industry software through Lincoln Investment.
  • Leadership, guidance, and support from the Owner, as well as interaction with experienced financial advisors on the Livictus Advisory Team.

The qualified individual will:

  • Display the ability to be a self-starter/entrepreneur.
  • Understand that our core value lies in developing meaningful professional client relationships based on honesty, trust and mutual respect.
  • Continue to develop their own clientele through marketing and prospecting.
  • Possess excellent communications skills to maintain strong relationships with clients, staff, and professional colleagues.
  • Possess 5+ years of financial services experience, with a transferable book of business of at least $8M - $10M.
  • Guide and service existing and new clients with all aspects of their financial needs

Desired Skills and Experience

  • 5+ years of financial services experience preferred
  • Bachelors degree or equivalent experience in business, finance, sales, marketing or related field
  • 5 years of professional experience in Business Development, Management, Sales, Legal, Accounting, Education, Military, Finance or other business
  • Ability to build and manage client relationships
  • Excellent written, oral and presentation skills
  • Series 6 or 7, and 65 or 66 registrations. State insurance license required. Series 24 and CFP certification preferred, but not required.

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