Benefits:

• 401(k)


• Flexible schedule


• Health insurance


• Opportunity for advancement


• Paid time off


• Training & development

ROLE DESCRIPTION:
We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.

RESPONSIBILITIES:

• ·         Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses.
  ·         Build and maintain strong client relationships through exceptional service and follow-up.
  ·         Develop and implement financial strategies tailored to client needs.
  ·         Collaborate with the...