Financial Advisor
5 hours ago
We are seeking a highly motivated and experienced Financial Advisor to join our team at Financial & Tax Architects LLC. As a Financial Advisor, you will be responsible for meeting with High-Quality Prospects, understanding their financial needs and retirement goals, and converting them into High-Quality Clients. You will also lead educational seminars with potential clients to introduce our services and aim to inform and invite them for personalized advisement meetings.
Key Responsibilities:
- Meet with HQPs to understand their financial needs and retirement goals
- Lead educational seminars with potential clients to introduce our services
- Provide personalized financial solutions and maintain strong client relationships
- Dedicate 80%+ of working time to sales activities, including prospecting, client meetings, and relationship building
- Ensure less than 20% of working time is spent on administrative tasks such as writing plans or consulting with the team
Requirements:
- Active State Life and Health License
- Series 65 or 66 (or willingness to take and pass the Series 65 test within 30 days of employment)
- Prior experience in wealth or financial planning, advising, or life and/or annuity sales
- Strong ability to identify and engage with High-Quality Prospects (HQP) with investable assets ranging from $500k to $5M
- Self-motivated and driven to exceed sales targets and earn substantial income
- Exceptional communication and interpersonal skills to build rapport with clients and establish long-term relationships
Benefits:
- Health Insurance - 50% employer coverage
- Dental Insurance
- Vision Insurance
- 401(k) with 3% match
- Paid vacation/PTO
- All leads are provided, and seminars are filled for you
- Hands-on comprehensive training and development
- Administrative support with a dedicated Account Manager (AM)
- Flexible work-life balance
- All overhead costs covered by FTA (marketing, office expenses, admin support, setting up seminars, etc.)
- Family-oriented environment
About Us:
Financial & Tax Architects LLC is a leading provider of financial services, with a focus on empowering clients with lifelong financial security. Our team is dedicated to providing exceptional financial solutions and building long-term relationships with our clients. We are committed to helping our clients achieve their retirement goals and live a secure and fulfilling life.
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