About us
We are a professional retirement income planning firm who's ideal clients are ages 55 to 75 with $1m to $5m+ in retirement assets. We assist our clients developand and maintain tax-advantaged retirement income plans. We are proactive and all-inclusive with an eye on income taxes and IRMAA surcharges in retirement.
Our work environment includes:
- Modern office setting
- Food provided
- Modern office setting
- Work-from-home days
- Growth opportunities
Growing retirement income planning company with opportunities for advancement / ownership equity / business management partnership in a great atmosphere. We are looking for Seriers 65, Series 7 or CFP Financial Advisor to partner with a small but growing retirement income planning company.
Accomplished and experienced Financial Advisor wanted with the demonstrated ability to build and nurture effective client relationships and drive the sale of financial products and services. Quick learner with a progressive background, punctuated by strong rankings among peers over multiple measures. Self-motivated consultant with excellent communication, presentation, negotiation and closing skills and a proactive approach to business. Highly ethical professional, dedicated to helping clients achieve their individual financial goals. Series 65 or 7 and/or CFP perferred .
Job Type: Full-time
Pay: $52,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Paid time off
- Paid training
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Compensation package:
- Bonus opportunities
- Profit sharing
Weekly schedule:
- Choose your own hours
- Monday to Friday
- Weekends as needed
Work setting:
Ability to Relocate:
- Daytona Beach, FL 32118: Relocate before starting work (Required)
Work Location: Hybrid remote in Daytona Beach, FL 32118