What are the responsibilities and job description for the Internal Financial Advisor position at ValuTeachers?
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 your clients' financial information and plans efficiently
· Turnkey marketing services
· Office/call center environment
· Competitive base salary commissions
Securities are offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC.
Salary : $65,000 - $100,000
Internal Audit Supervisor
Triad Financial Services, Inc. -
Jacksonville, FL