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

United Services Northwest

Door Knocker - Door to Door Lead Generator - Part Time Job at United Services Northwest

 ...outreach team and help grow our customer base. This is an entry-level sales role where youll be the first point of contact with homeowners, introducing our services and generating qualified leads for our estimators and sales representatives. What Youll Do Walk... 

Express Fire Systems

Fire Sprinkler Fitter Job at Express Fire Systems

Requirements: Sign on bonus if you work out. Minimum of 5 years of experience installing fire sprinkler systems. Preferably experienced with Steel and CPVC pipe. Strong organizational and time management skills. Strong work ethic. Willing to do what it takes...

CSC Serviceworks

Appliance Service Technician Job at CSC Serviceworks

 ...accountability, and support in growing a fulfilling career. Overview: Appliance Service Technician Monday - Friday Are you a problem-solver...  ...to be out in the field? Our Appliance Techs provide mechanical repairs to washers and dryers at customer and client locations within... 

MultiTech Systems

Data Entry Operator Needed - Work From Home Job at MultiTech Systems

 ...policies, procedures, and deadlines Take initiative and show flexibility in handling tasks Contribute to a positive and respectful work culture Qualifications High school diploma or equivalent (college degree a plus) Basic computer and communication skills... 

BestSelf Behavioral Health

Senior Talent Acquisition Specialist Job at BestSelf Behavioral Health

 ...with all assigned hiring managers to keep an accurate report of current vacancies in order to hire and maintain sufficient levels of staffing. In addition, the Senior Talent Acquisition Specialist will attend career events and serve as the back-up to the Talent...