Financial Planner

3 days ago


Sacramento, California, United States Magellan Financial & Insurance Services, Inc. Full time

Company Overview: Exceptional Mentorship at Magellan Financial & Insurance Services, Inc.

As a leader in financial planning and wealth management, Magellan Financial & Insurance Services, Inc. is committed to guiding clients through every stage of their financial journey. Our comprehensive services include income strategies, wealth management, annuities, investments, and insurance solutions. We take a personalized approach to ensure that every client receives expert guidance and tailored resources to meet their financial goals.

Position Overview: Financial Advisor (No Prospecting Required)

As a Financial Advisor at Magellan Financial & Insurance Services, Inc., you will play a crucial role in helping clients shape their financial futures. You'll lead them through a thorough and personalized financial planning process focused on retirement goals. This opportunity is perfect for someone passionate about financial planning and eager to make a significant difference in clients' lives.

Key Responsibilities:

  • Conduct in-depth financial assessments using proprietary tools, covering areas such as income, investments, taxes, healthcare, and legacy planning.
  • Create and implement customized financial plans tailored to clients' unique retirement goals.
  • Leverage the firm's extensive marketing resources to connect with prospective clients.
  • Collaborate with the team to continuously enhance service quality and improve overall client satisfaction.

Qualifications & Skills:

  • Active Life and Health Insurance License.
  • Active Series 65 or 66 License.
  • Proven sales and communication skills.
  • Experience in client-facing roles; prior financial planning experience is a plus.
  • Dedication to continuous learning, adaptability, and growth within the team.
  • Alignment with Magellan Financial & Insurance Services, Inc.'s commitment to delivering comprehensive financial planning to all clients.

Compensation Package:

  • Bonus opportunities
  • Commission-based pay
  • Health insurance
  • 401(k)
  • Paid vacation

Additional Information: This is an on-site position and is not eligible for remote work.

Become part of a team where your expertise will help clients achieve lasting financial security while advancing your career growth.



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