Wealth Financial Advisor
AIG
full-time
Posted on:
Location Type: Remote
Location: Colorado • United States
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Salary
💰 $90,000 - $130,000 per year
About the role
- Meet with existing and prospective clients to plan their financial future.
- Utilize our company-provided technology and tools to improve your operation.
- Use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
- Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
Requirements
- High school diploma or GED
- Ideally, you have 2+ years of experience working as a Financial Advisor.
- A proven and successful sales track record.
- You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
- You also have an active state variable life and health license.
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningsalesclient management
Soft Skills
collaborationcommunicationcustomer service
Certifications
FINRA Series 7Series 63Series 65Series 66state variable life and health license