Financial Services Professional
2 weeks ago
Livictus Financial Services is a dynamic and growth-oriented financial services firm seeking an experienced Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to build and manage your own practice, leveraging our resources and expertise to deliver exceptional client service and drive business growth.
Our PhilosophyWe believe in comprehensive financial planning, tailored to each client's unique needs and goals. Our team of experienced professionals is dedicated to providing personalized service, expert guidance, and innovative solutions to help our clients achieve financial success.
What We Offer- Freedom to run your own practice and build your own book of business
- Equity ownership in your book of business
- Access to multiple sources of agency leads to supplement your growth initiatives
- A dedicated staff to support your practice's growth
- Potential for a long-range succession plan towards agency ownership
- Access to leading industry software and technology
- Leadership, guidance, and support from our experienced team
- 5+ years of financial services experience, with a transferable book of business of at least $8M - $10M
- Excellent communication and interpersonal skills
- Ability to build and manage client relationships
- Series 6 or 7, and 65 or 66 registrations, and state insurance license
- Series 24 and CFP certification preferred
Livictus Financial Services offers a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional client service and driving business success. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply.
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