Financial Advisor - Gainesville/Lake City

Overview

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

Responsibilities

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

Skills and Qualifications

• 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 licenses and a Series 63 and 65 or 66.
• Active state variable life and health license.

Preferred Qualifications

• None specified beyond the “ideally, 2+ years” experience and licensing requirements.

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.

Additional benefit offerings include:

• Health and Wellness: medical, dental and vision insurance plans, mental health support and wellness initiatives.
• Retirement Savings: 401(k) Plan with a dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately (where applicable by location).
• 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.
• Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

Location

• Remote.

Estimated Travel

• May include up to 25% travel.
• Estimated Travel Percentage (%): Up to 50%

Additional Information

• This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates must not have made any political contributions that would disqualify the candidate or the employer or create a conflict of interest under applicable regulations.
• Selected candidates will be required to disclose all U.S. political contributions made by the candidate and household family members over the past two years.

Equal Opportunity

The employer is an Equal Opportunity Employer and considers qualified applicants without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or other protected characteristic. Reasonable accommodations are available for applicants and employees, consistent with applicable law.