What are the responsibilities and job description for the Financial Advisor (No Prospecting | Base Salary) position at Magellan Financial & Insurance Services, Inc.?
Join Quality Senior Benefits LLC Today - https://qualityseniorbenefitsllc.com/
At Quality Senior Benefits LLC, we are dedicated to transforming retirement planning and financial advisory services. As a rapidly growing registered investment advisory (RIA) firm in Thomaston, CT, we pride ourselves on our commitment to helping clients achieve their financial goals through comprehensive planning and personalized solutions. Our unique approach allows advisors to focus solely on what they do best – advising clients – without the need to bring a book of business or prospect for appointments.
Our massive marketing operation, driven by an extensive media presence, digital marketing, and live events, ensures that our advisors' schedules are filled with prospects who know who we are and seek our help. This makes it simple for our advisors to gather assets and make a significant impact on the lives of our clients.
Compensation: $70,000 - 100,000 Commissions, Bonuses, etc.
Why Join Us?
- Impactful Work: Help an incredible number of people by providing top-notch financial planning and investment management services.
- Growth Opportunities: If you feel stuck in your current role, this is your chance to advance your career and become a lead advisor.
- Supportive Environment: Benefit from our strong marketing operations and administrative support, allowing you to focus on meeting clients and writing new business.
- Culture of Excellence: Be part of a team that values hard work, motivation, and a passion for helping people.
Role Overview
As a Financial Advisor at Quality Senior Benefits LLC, you will play a crucial role in creating and executing comprehensive financial plans for our clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and provide ongoing support to ensure their financial success.
Primary Responsibilities
- Client Engagement: Meet with prospects and existing clients to understand their financial needs and objectives.
- Financial Planning: Develop and execute comprehensive financial plans, including retirement planning, investment management, and insurance solutions.
- Portfolio Management: Coordinate and track portfolio artifacts, ensuring alignment with clients' goals and risk tolerance.
- Business Development: Close new business opportunities and contribute to the firm's growth
Required Qualifications and Skills
- Licensing: Series 65 or equivalent licensing required.
- Experience: Proven experience in financial planning and advisory services.
- Skills: Strong analytical skills, excellent communication abilities, and proficiency in financial planning software.
- Attributes: Hard-working, motivated, and ambitious with a passion for helping people and growing their portfolios.
- Mindset: Coachable and willing to follow the firm's proven processes to achieve success.
What We Offer
- Competitive Compensation: Attractive salary with performance-based incentives.
- Comprehensive Benefits: Health insurance, retirement plans, and other benefits.
- Professional Development: Opportunities for continuous learning and career advancement.
- Work-Life Balance: Focus on meaningful work without the pressure of bringing in your book of business.
Equal Opportunity Statement: Quality Senior Benefits LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
