Internal Financial Advisor

ValuTeachers

Internal Financial Advisor

Ponte Vedra, FL
Full Time
Paid
  • Responsibilities

    Benefits:

    Bonus based on performance

    Company parties

    Free food & snacks

    Opportunity for advancement

    Training & development

    Qualifications:

    · Bachelor's degree in a business-related field or equivalent professional experience.

    · Registered Representative with experience working defined contribution plans, 403(b), 457, and 401 (a) preferred.

    · Securities registrations - Series 6, Series 63, or obtain within a specific time frame.

    · Life and Health Licenses

    · Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.

    · Customer service, interpersonal and listening skills are a must to communicate with clients effectively.

    · Written/verbal communication and presentation skills to provide information via phone, email, and video.

    · Knowledge of CRM and digital financial advice platforms.

    · Wants to sustain a long-term relationship with clients and the markets we serve.

    . Fluent in Spanish a plus.

    At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:

    · A proven template system

    · Ongoing mentorship from the executive team

    · Technology and systems to enable you to manage clients' financial information and plans efficiently

    · Turnkey marketing services

    · Office/call center environment

    · Competitive base salary + commissions

    Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.