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Retirement Planning Specialist

2 months ago


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

Company Overview: Leading Financial Services

Magellan Financial & Insurance Services, Inc. is a distinguished firm specializing in financial advisory and asset management. Our mission is to assist clients in navigating their financial paths, providing a comprehensive suite of services such as income planning, investment strategies, insurance products, and retirement solutions. We pride ourselves on delivering tailored guidance that empowers clients to realize their financial aspirations.

Position Overview: Wealth Management Consultant (No Prospecting Required)

As a Wealth Management Consultant at Magellan Financial & Insurance Services, Inc., you will be instrumental in guiding clients through a detailed financial planning process that aligns with their retirement objectives. This role is ideal for individuals who are dedicated to financial planning and eager to make a meaningful difference in the lives of others.

Key Responsibilities:

  • Perform comprehensive financial assessments utilizing our advanced tools, concentrating on income, investments, taxation, healthcare, and estate planning.
  • Create and execute customized financial strategies.
  • Leverage the firm's extensive marketing initiatives, including multimedia campaigns, to connect with prospective clients.
  • Work collaboratively with our team to improve service delivery and enhance client satisfaction.

Qualifications & Skills:

  • Current Life and Health Insurance License.
  • Active Series 65 or 66 License.
  • Proven sales and communication abilities.
  • Strong client engagement experience; prior financial advisory experience is advantageous.
  • Dedication to ongoing learning, adaptability, and growth within our organization.
  • Commitment to our core principle of offering comprehensive financial planning to all clients.

Compensation:

Base salary range: $60,000-80,000, plus commission opportunities.

Benefits Package:

  • Bonus potential
  • Commission structure
  • Health coverage
  • Retirement plan (401K)
  • Paid time off

Additional Information:

This role requires on-site engagement and is not available for remote work.