Financial Planner
4 days ago
Company Overview: Exceptional Mentorship at Magellan Financial & Insurance Services, Inc.
As a leader in financial planning and wealth management, Magellan Financial & Insurance Services, Inc. is committed to guiding clients through every stage of their financial journey. Our comprehensive services include income strategies, wealth management, annuities, investments, and insurance solutions. We offer a personalized approach, ensuring that every client receives expert guidance and tailored resources to meet their financial goals.
Position Overview: Financial Advisor (No Prospecting Required)
As a Financial Advisor at Magellan Financial & Insurance Services, Inc., you will play a crucial role in helping clients shape their financial futures. You'll lead them through a thorough and personalized financial planning process focused on retirement goals. This opportunity is perfect for someone passionate about financial planning and eager to make a significant difference in clients' lives.
Key Responsibilities:
- Conduct in-depth financial assessments using proprietary tools, covering areas such as income, investments, taxes, healthcare, and legacy planning.
- Create and implement customized financial plans tailored to clients' unique retirement goals.
- Leverage the firm's extensive marketing resources to connect with prospective clients.
- Collaborate with the team to continuously enhance service quality and improve overall client satisfaction.
Qualifications & Skills:
- Active Life and Health Insurance License.
- Active Series 65 or 66 License.
- Proven sales and communication skills.
- Experience in client-facing roles; prior financial planning experience is a plus.
- Dedication to continuous learning, adaptability, and growth within the team.
- Alignment with Magellan Financial & Insurance Services, Inc.'s commitment to delivering comprehensive financial planning to all clients.
Compensation Package:
- Bonus opportunities
- Commission-based pay
- Health insurance
- 401(k)
- Paid vacation
Additional Information: This is an on-site position and is not eligible for remote work.
Become part of a team where your expertise will help clients achieve lasting financial security while advancing your career growth.
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