Financial Planner

1 day ago


Alexandria, Virginia, United States Summers Agency Full time
Wealth Advisor Opportunity

Summers Agency & Quility is seeking a highly motivated and customer-focused Wealth Advisor to join our virtual sales team. As a key member of our team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.

Key Responsibilities:
  • Prepare and present customized financial plans to clients
  • Assist clients with annuities, life, long-term care, and managed money
  • Provide financial planning advice on investment, insurance, and retirement
  • Develop and manage strong client relationships
  • Assist the main Advisor in meeting individual and team goals
Requirements:
  • College degree preferred
  • 2+ years of financial service experience required
  • Series 65 and Life and Health required
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite
  • Experience with CRM preferred

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.


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