Internal Financial Advisor Job at ValuTeachers, Ponte Vedra, FL

RUxDWENBcURMV2NUekdIeHo0KzdmWHBxREE9PQ==
  • ValuTeachers
  • Ponte Vedra, FL

Job Description

Benefits:

  • Bonus based on performance
  • Competitive salary
  • Opportunity for advancement
  • Training & development

 
Qualifications:

 

·       Bachelor's degree in a business-related field or equivalent professional experience.

·       Registered Representative with experience working defined contribution plans, 403(b), 457, and 401 (a) preferred.

·       Securities registrations - Series 6, Series 63, or obtain within a specific time frame.

·       Life and Health Licenses

·       Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.

·       Customer service, interpersonal and listening skills are a must to communicate with clients effectively.

·       Written/verbal communication and presentation skills to provide information via phone, email, video and chat.

·       Knowledge of CRM and digital financial advice platforms.

·       Wants to sustain a long-term relationship with clients and the markets we serve.

 

At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:

 

·       A proven template system

·       Ongoing mentorship from the executive team

·       Technology and systems to enable you to manage clients' financial information and plans efficiently

·       Turnkey marketing services

·       Office/call center environment

·       Competitive base salary + commissions

 

Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC. 

Compensation: $100,000.00 - $150,000.00 per year

Job Tags

Full time,

Similar Jobs

Harvey Nash Group

Healthcare Project Manager Job at Harvey Nash Group

 ...Summary: Were in search of an experienced HealthcareIT Project Manager with PMP Certification, Agile Methodology andStakeholder Management experience. Hereare some of the specific details: Job Title : Healthcare IT Project Manager Location : Frankfort... 

ARDAGH GROUP

People and Organizational Developmental Manager Job at ARDAGH GROUP

 ...Purpose of the Job : The People and Organizational Development Manager is responsible for leading the design, development and delivery of learning and talent development solutions for all employees across Ardagh Metal Packaging. The P&OD Manager actively works to... 

Hungry Howie's Pizza

Delivery Driver Job at Hungry Howie's Pizza

 ...franchisees are always looking to add smiling faces todeliver our delicious Flavored Crust pizza. The pizza delivery role pays cash, daily! Get TIPS plus a competitive hourly rate & vehiclereimbursement. Flexible hours. Basic Requirements for Delivery Drivers... 

U.S. Department of Veterans Affairs

Clinical Pharmacist Job at U.S. Department of Veterans Affairs

 ...Summary The Non-Formula Prior Authorization Clinical Pharmacist is responsible for adjudicating requests for the Non Formulary (NF) and...  ...your continued employment would advance the efficiency of the Federal service. Upon completion of your trial period, your employment... 

WRS Health

Sales Representative (Commission-Only) Job at WRS Health

**The Opportunity** We are looking for experienced, highly motivated commission-only Sales Representatives to promote and sellPsychiatry-Cloud to mental health professionals and practices. This role is ideal for sales professionals who already sell into or have strong...