We are seeking a highly skilled Wealth Management Advisor to join our team at Lad Drago Insurance and Financial Services Inc. As a key member of our team, you will be responsible for providing comprehensive financial planning and advice to our existing customer households.

• Financial Planning and Advice: Offer personalized financial planning and advice to our customers, helping them achieve their financial goals and objectives.
• Market Development: Develop and implement strategies to market our financial services to small business owners, focusing on retirement plans such as SEP, SIMPLE, 401(k), and Individual K.
• Insurance and Investment Services: Assist customers with life insurance and disability insurance as part of a comprehensive financial plan.
• Business Development and Partnerships: Partner with a career agent to develop a business plan and deliver against a client service model, ensuring seamless communication and exceptional customer service.
• Relationship Management: Maintain and enhance new and existing relationships through active communication, resolving inquiries, and providing guidance to customers.
• Financial Markets and Business Acumen: Demonstrate a deep understanding of financial markets and sound business judgment, ensuring that our customers receive the best possible advice.
• Integrity and Ethics: Exhibit unwavering integrity and a commitment to doing what is right for our customers at every opportunity.
• Client Education and Coaching: Provide holistic financial coaching and education to our customers, helping them make informed decisions about their investments and financial well-being.

• Education: Bachelor's degree preferred.
• Professional Certifications: Active Securities Industry Essentials (SIE) Exam, Series 65 or ChFC or Series 66.
• Industry Experience: Minimum of 2 years in a financial advisor role or equivalent financial services experience.
• Client Acquisition and Relationship Management: Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.

• Competitive Compensation: $48k-$60k base salary + commission.
• Accrued Paid Time Off (PTO).
• 401(k) match Savings Plan, Medical, Dental and Vision.
• Health Reimbursement Account, Health Care Flexible Spending Accounts, and Life Insurance.

Lad Drago Insurance and Financial Services Inc is a leading provider of insurance and financial services. We offer a unique model that includes a permanent base salary, book of customer households, Wealth Academy Training, and world-class products. Our team is dedicated to providing exceptional service and support to our customers, and we are committed to making a positive impact in our community.