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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advising, including personalized retirement and financial planning, while maintaining compliance with regulatory requirements. Proven ability to leverage technology and tools to enhance client engagement and operational efficiency.
Highest-signal resume keywords
Financial AdvisingSales Track RecordFINRA Series 7 LicenseSeries 63 LicenseVariable Life and Health License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningRetirement PlanningClient Relationship ManagementSales StrategyRegulatory Compliance
Soft Skills
CollaborationCommunicationCustomer Service
Tools & Technologies
Company-Provided TechnologyEmail Marketing ToolsCustom Flyer Design
Certifications & Qualifications
FINRA Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseState Variable Life and Health License
Industry Keywords
Financial ServicesClient AcquisitionPersonal FinanceInvestment StrategiesSales Performance
About the role
Key responsibilities & impact- Meet with existing and prospective clients to plan their financial future
- Provide a personalized retirement and financial planning experience for customers and their families
- Utilize company-provided technology and tools to improve operations
- Use mailings, email blasts and customized flyers to expand the business and reach new customers
- Collaborate with co-workers and the District Vice President to learn new skills, methods and best practices
- Build a career and create a personal schedule with available company resources
Requirements
What you’ll need- High school diploma or GED
- 2+ years of experience working as a Financial Advisor is ideally preferred
- Proven and successful sales track record
- Active FINRA Series 7 license
- Active Series 63 and 65 or 66 licenses
- Active state variable life and health license
- Must disclose U.S. political contributions made by the candidate and household family members over the past two years if selected to move forward
- Ability to travel; estimated travel may include up to 25% (the posting also lists estimated travel percentage as more than 50%)
Benefits
Comp & perks- Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
- Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
- Company-paid E&O, licensing fees, continuing education and compliance support
- Medical, dental and vision insurance plans
- Mental health support and wellness initiatives
- 401(k) company matching contribution of up to 6% of eligible pay and company contribution equal to 3% of eligible pay; contributions vest immediately
- Confidential counseling services through the Employee Assistance Program
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 Paid Time Off (PTO) days for eligible employees
- Flexible work arrangement with remote designation
- Company-paid licensing fees and continuing education