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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personalized financial planning and retirement strategies, leveraging strong sales skills and compliance with regulatory requirements. Proficient in utilizing technology to enhance client engagement and operational efficiency.
Highest-signal resume keywords
Financial PlanningSales Track RecordFINRA Series 7 LicenseSeries 63 LicenseSeries 65 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 PlanningSales TechniquesClient Relationship ManagementRegulatory Compliance
Soft Skills
CollaborationCommunicationCustomer Service
Tools & Technologies
Company-Provided TechnologyEmail Marketing ToolsCustom Flyer Design
Certifications & Qualifications
FINRA Series 7 LicenseSeries 63 LicenseSeries 65 LicenseState Variable Life LicenseState Health License
Industry Keywords
Financial AdvisorRetirement StrategiesClient EngagementSales PerformancePolitical Contribution Disclosure
About the role
Key responsibilities & impact- Meet with existing and prospective clients to plan their financial future
- Provide personalized retirement and financial planning 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 skills, methods and best practices
Requirements
What you’ll need- High school diploma or GED
- Ideally, 2+ years of experience working as a Financial Advisor
- Proven and successful sales track record
- Active FINRA Series 7 license and Series 63 and 65 or 66 licenses
- Active state variable life and health license
- Candidates must not have made disqualifying political contributions under applicable pay-to-play rules
- Selected applicants must disclose all U.S. political contributions made by themselves and household family members over the past two years
- Up to 25% travel may be required
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
- Mental health support and wellness initiatives
- 401(k) dollar-for-dollar Company matching contribution of up to 6% of eligible pay and Company contribution equal to 3% of eligible pay; contributions vest immediately
- Employee Assistance Program with confidential counseling services and resources
- Matching charitable donations 1:1, up to $5,000
- Up to 16 volunteer hours annually
- At least 24 paid time off days for eligible employees
- Flexible schedule / ability to create your own schedule