Financial Advisor

2 months ago

Colorado Springs, United States State Farm Full time

Securities Licensed Sales Team Member

(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)


Location: Colorado Springs, CO

In Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.


Job Description

Overview

We are not just offering a job but a meaningful career Come join our passionate team

If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you. At­ Wuest Insurance and Financial Services Inc,. we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.

Responsibilities

  • Offer comprehensive financial planning and advice to existing State Farm customer households.
  • Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.
  • Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
  • Demonstrate a deep understanding of financial markets and sound business judgement.
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
  • Provide a holistic view of clients’ needs and financial coaching beyond investments.
  • Understand and ensure business adherence with Wuest Insurance and Financial Services Inc. and financial industry regulatory policies.

Required Qualifications

  • Bachelor's degree preferred.
  • Active Securities Industry Essentials (SIE) Exam, Series 6 and/or 65, or 63 licenses and/or ChFC.
  • Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.

**Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g., H-1B visa) for this opportunity**


Competitive Benefits, Including:

  • 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


Compensation

Base salary plus commissions with excellent long-term earning potential

$50k-$65k base salary


Join Wuest Insurance and Financial Services Inc.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

We hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. We embrace diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture.

We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more

Registered agent team members and non-registered agent team members can participate in securities related business in a remote work situation, including a permanent remote work situation. The agent is responsible for disclosing the remote agent team member, registered or non-registered to their sales Administration Specialists/Securities Principal (SAS/SP). The agent is responsible for supervising their day-to-day activities and ensuring the remote agent team member does not meet with customers in their remote working location.

An equal opportunity employer

We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications. We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business.

In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information. All employees must respect the individuality and dignity of one another and the customers we serve.

We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

  • Financial Advisor

    2 months ago

    colorado springs, United States State Farm Full time

    Securities Licensed Sales Team Member(This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.)Location: Colorado Springs, COIn Office: Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.Job DescriptionOverviewWe...

  • Financial Advisor for Federal Employees

    1 week ago

    Colorado Springs, Colorado, United States MyFedRetirementWerks Full time

    Job DescriptionWe are seeking a highly skilled Financial Advisor to join our team at MyFederalRetirementWerks. As a Financial Advisor, you will be working with Federal Employees and Staff to provide financial education, retirement planning, and insurance services.The ideal candidate will have a strong understanding of the Federal market and be able to...

  • Financial Advisor

    5 days ago

    Colorado Springs, United States Alpha 1 Tax & Wealth Full time

    Tired of Prospecting? Ready to Be Paid What You’re Worth?Imagine a role where you focus on what you do best: meeting clients, building financial plans, and helping people achieve their retirement goals—all while earning top-dollar compensation without (ever) having to prospect. This is your opportunity to join a firm that prioritizes your success.Alpha 1...

  • Financial Advisor

    4 days ago

    Colorado Springs, United States Alpha 1 Tax & Wealth Full time

    Tired of Prospecting? Ready to Be Paid What You’re Worth?Imagine a role where you focus on what you do best: meeting clients, building financial plans, and helping people achieve their retirement goals—all while earning top-dollar compensation without (ever) having to prospect. This is your opportunity to join a firm that prioritizes your success.Alpha 1...

  • Transform Lives as a Financial Advisor

    6 days ago

    Colorado Springs, Colorado, United States Meron Financial Agency Full time

    Discover Your PotentialAt Meron Financial Agency, we believe that everyone deserves to live their best life, free from financial stress. That's why we're dedicated to helping our clients achieve their financial goals through personalized consulting services.Job SummaryThis is an exciting opportunity for a motivated individual to join our team as a Financial...

  • Career as a Financial Advisor

    4 weeks ago

    Colorado Springs, Colorado, United States Edward Jones Full time

    About the RoleWe are seeking an ambitious and self-motivated Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will play a crucial role in helping clients achieve their long-term financial goals through personalized strategies and relationship building.Key ResponsibilitiesBuild relationships with new and existing clients to...

  • Merrill Financial Solutions Advisor

    4 weeks ago

    Colorado Springs, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Financial Solutions Advisor

    2 weeks ago

    Sulphur Springs, Texas, United States Credit Union Texas Full time

    Job Title: Financial Solutions AdvisorCompany Overview:Credit Union Texas is a trusted financial partner dedicated to helping our members achieve their financial goals. We are seeking a knowledgeable and results-driven Financial Solutions Advisor to join our team.Job Description:We are looking for a seasoned professional who will be responsible for providing...

  • Financial Advisor

    4 weeks ago

    Camp Springs, MD, United States First Command Full time

    4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do: Directly...

  • Alpha 1 Tax

    6 days ago

    colorado springs, United States Alpha 1 Tax & Wealth Full time

    Tired of Prospecting? Ready to Be Paid What You’re Worth?Imagine a role where you focus on what you do best: meeting clients, building financial plans, and helping people achieve their retirement goals—all while earning top-dollar compensation without (ever) having to prospect. This is your opportunity to join a firm that prioritizes your success.Alpha 1...

  • Retirement Planning Advisor

    7 days ago

    Colorado Springs, Colorado, United States MyFedRetirementWerks Full time

    Are you passionate about helping others achieve their long-term life goals? Do you have excellent communication skills and a passion for financial education and insurance?We are seeking a Retirement Planning Advisor to join our team at MyFederalRetirementWerks. As a Retirement Planning Advisor, you will be responsible for selling Life Insurance Sales (and...

  • Financial Advisor

    7 days ago

    Colorado Springs, Colorado, United States US Fertility, LLC Full time

    Company OverviewUS Fertility, LLC is a premier fertility center in the United States, dedicated to delivering exceptional patient care. We strive to make a difference in people's lives by providing expert fertility treatments.We are continually seeking experienced and compassionate team players who share our commitment to patient-focused care. As a Financial...

  • Senior Financial Advisor

    1 month ago

    Sandy Springs, Georgia, United States Vika Talent Solution Pvt Ltd Full time $80,000 - $110,000 per year

    About Us: Vika Talent Solution Pvt Ltd is a leading provider of accounting and financial services. We are committed to delivering exceptional results to our clients through our team of highly skilled professionals.We are currently seeking a Senior Financial Advisor to join our team. This is a full-time permanent position with an estimated salary of $90,000 -...

  • Financial Solutions Specialist

    2 weeks ago

    Colorado Springs, Colorado, United States Disability Solutions Full time

    About Disability SolutionsWe provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Role OverviewThis Merrill Financial Solutions Advisor will provide experienced advisors with the opportunity to...

  • Financial Advisor I

    3 weeks ago

    Holly Springs, Mississippi, United States H&R Block Full time

    Company Overview: H&R Block provides professional tax preparation and financial services to individuals and businesses. As a Financial Advisor I, you will play a crucial role in delivering high-quality services to our clients.Our goal is to build long-term relationships with our clients based on trust, expertise, and personalized service. We believe that our...

  • Financial Representative

    5 days ago

    Colorado Springs, United States Northwestern Mutual Full time

    Financial Planning with Northwestern MutualOur financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide financial tools and support to help them get there.We do not require financial experience before starting with us. You will...

  • Financial Representative

    4 days ago

    Colorado Springs, United States Northwestern Mutual Full time

    Financial Planning with Northwestern MutualOur financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide financial tools and support to help them get there.We do not require financial experience before starting with us. You will...

  • Retail Banking Advisor

    1 month ago

    Steamboat Springs, Colorado, United States BMO Financial Group Full time

    BMO Financial Group is a leading financial institution that boldly grows the good in business and life. Our mission is to create lasting, positive change for our customers, communities, and people.We are seeking an experienced Retail Banking Advisor to join our team at the Steamboat Springs branch. As a key member of our collaborative and versatile branch...

  • Financial Services Consultant

    1 month ago

    Western Springs, Illinois, United States PNC Financial Services Group Full time

    Job Overview:PNC Financial Services Group is a leading financial institution dedicated to delivering exceptional customer experiences and driving business success. As an Investment Advisor within our organization, you will play a vital role in helping clients achieve their financial goals.About the Role:We are seeking a highly skilled and motivated...

  • Northwestern Mutual | Financial Representative

    6 days ago

    colorado springs, United States Northwestern Mutual Full time

    Financial Planning with Northwestern MutualOur financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide financial tools and support to help them get there.We do not require financial experience before starting with us. You will...