Financial Planning and Analysis

• Meet with existing and prospective clients to plan their financial future
• Provide personalized retirement and financial planning for customers and their families
• Use 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
• Build and manage the business with flexibility to create a personal schedule
• Travel up to 25%

Financial Advisor

• Meet with existing and prospective clients to plan their financial future
• 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
• Provide personalized retirement and financial planning experiences for customers and their families
• Create an individual schedule and build the business and career on the candidate’s terms