Financial Advisor - Clover, NM

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Posted Nov 3, 2026

Remote · US · ask about Worldwide Full Time

Est. $40K – $85K/yr

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Overview

This position involves providing personalized retirement and financial planning for customers and their families. The role offers flexibility to create your own schedule and build your career on your terms.

Responsibilities

Meet with existing and prospective clients to plan their financial future.
Use company-provided technology and tools to improve day-to-day operations.
Use marketing support materials (mailings, email blasts, and customized flyers) to expand business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.

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Requirements

High school diploma or GED.
Ideally, 2+ years of experience working as a Financial Advisor.
Proven and successful sales track record.
Active FINRA Series 7 license.
Active Series 63 and 65 or 66.
Active state variable life and health license.

Compensation & Benefits

Competitive benefits package with immediate access to medical, dental, vision, life insurance, and 401(k) plan with match.
Company-paid E&O, licensing fees, continuing education, and compliance support.
Company-provided technology, including equipment, helpdesk assistance, client management, and financial planning tools.
401(k) Plan (U.S.) includes:
- Dollar-for-dollar Company matching contribution up to 6% of eligible pay
- Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms)
- Company contributions vest immediately
Employee Assistance Program (confidential counseling services and resources).
Matching charitable donations 1:1 up to $5,000.
Volunteer Time Off: up to 16 volunteer hours annually.
Paid Time Off: at least 24 Paid Time Off (PTO) days for eligible employees.

Location

Remote.

Travel

May include up to 25% travel.

Equal Opportunity Employer

The employer is an Equal Opportunity Employer and will consider qualified applicants for employment based on job-related qualifications without regard to protected characteristics. The employer is also committed to complying with fair employment practices regarding citizenship and immigration status.

Reasonable accommodations are available for job applicants and employees, including accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs (determined case-by-case in accordance with applicable law).