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Wealth Management Advisor
2 months ago
Join District 54 Insurance, a prestigious district office affiliated with Farmers Insurance. Our organization embraces a hybrid work model, allowing team members to enjoy the benefits of remote work while staying connected to our vibrant community. We pride ourselves on being reliable advisors in the financial industry, offering expert insights to our clients and nurturing a collaborative and inclusive workplace.
If you are looking for an engaging position that merges the convenience of remote work with the stability of a reputable firm, District 54 Insurance is the ideal environment for you. As a Financial Services Agent, you will be instrumental in assisting clients with their financial aspirations, guiding them towards prudent investment choices, and helping them secure their financial well-being. Our team is dedicated to excellence, innovation, and client satisfaction, making District 54 Insurance a fulfilling place to build your career.
Perks and Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Advancement Opportunities
Disability Insurance
Retirement Savings Plan
Parental Leave
Flexible Work Schedule
Evenings Off
Hands-on Training
Health Coverage
Dental Coverage
Tuition Assistance
Monday to Friday Schedule
Vision Coverage
Key Responsibilities
Client Interaction: Engage with clients to comprehend their financial objectives and provide customized financial guidance.
Investment Strategy: Support clients in developing personalized investment strategies that align with their goals.
Financial Literacy: Inform clients about various financial products and services to empower them in making knowledgeable decisions.
Relationship Development: Cultivate and sustain strong relationships with clients to ensure long-term satisfaction and trust.
Market Analysis: Remain informed about industry trends and market fluctuations to deliver relevant and timely financial advice.
Qualifications
Licensing: FINRA Series 7 and Series 66 licenses are required, or a commitment to obtain them within a specified timeframe.
Experience: Prior experience in financial advising, wealth management, or related sectors is beneficial.
Communication Skills: Excellent communication, listening, and interpersonal skills to foster trust with clients and colleagues.
Financial Knowledge: Comprehensive understanding of financial products, investment methodologies, and retirement planning.
Technical Skills: Proficiency in financial planning software, CRM systems, and other digital tools.
Educational Qualifications: Bachelor's degree in finance, economics, business, or a related discipline is preferred.
Team Collaboration: Ability to work effectively within a diverse team, support peers, and contribute to a positive workplace culture.