Financial Advisor

1 week ago

Edwardsville, Illinois, United States Financial & Tax Architects LLC Full time
Unlock Your Retirement Potential

At Financial & Tax Architects LLC, we're dedicated to empowering individuals to achieve their retirement goals. As a Financial Advisor, you'll play a vital role in helping our clients secure their financial futures.

Key Responsibilities:
  • Meet with High-Quality Prospects to understand their financial needs and retirement goals.
  • Lead educational seminars to introduce our services and inform potential clients about personalized advisement meetings.
  • Employ your public speaking skills to effectively educate clients about suitable service options.
  • Serve clients by providing personalized financial solutions and maintaining strong relationships.
  • Dedicate a significant portion of your time to sales activities, including prospecting, client meetings, and relationship building.
Benefits:
  • Competitive compensation package based on performance, with top performers earning over $1M in W2 income.
  • Flexible schedule with the ability to take time off, including part of Fridays, to maintain work-life balance.
  • Team environment with a dedicated Account Manager to support the volume and details of your activity.
  • Opportunity to work with a firm known for its exceptional marketing strategies and consistent lead generation.
Why Join Us:

At Financial & Tax Architects LLC, we're committed to empowering our clients with lifelong financial security. Our goal-based financial planning process is designed to help our clients obtain the income they need to meet their retirement vision. Join our team and contribute to impactful change, cultivate personal and professional growth, and align with a team built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor.

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