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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 leveraging technology and marketing strategies to enhance client engagement and business growth. Holds necessary licenses and a proven sales track record to effectively serve clients within the assigned territory.
Highest-signal resume keywords
Financial AdvisingRetirement PlanningSales Track RecordFINRA Series 6 LicenseActive State Variable 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 PlanningClient Relationship ManagementSales StrategyMarket ExpansionOperations Improvement
Soft Skills
CollaborationCommunicationCustomer Service
Tools & Technologies
Company-Provided TechnologyMarketing Support Tools
Certifications & Qualifications
FINRA Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 License
Industry Keywords
Financial ServicesClient PlanningTerritory Management
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 marketing support, including 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
- Travel within the assigned territory
Requirements
What you’ll need- 5+ years of experience working as a Financial Advisor ideally
- Bachelor's degree preferred
- Proven and successful sales track record
- Active FINRA Series 6 or 7 license
- Active Series 63 and 65 or 66 license(s)
- Active state variable life and health license
- Ability to travel within the assigned territory
- May include up to 25% travel
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
- Company contribution equal to 3% of eligible pay to the 401(k) plan
- 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 (PTO) days
- Flexible schedule and flexibility to build a career on your terms