Job Overview:
We are seeking a dedicated Series 65 professional to join our team. The Series 65 license, also known as the Uniform Investment Adviser Law Examination, qualifies individuals to provide investment advice and manage client portfolios.
Responsibilities:
- Provide investment advice to clients based on their financial goals and risk tolerance
- Conduct thorough financial analyses to develop personalized investment strategies
- Monitor and review client portfolios regularly to ensure alignment with objectives
- Stay updated on market trends, regulations, and investment products
- Maintain accurate records of client interactions and transactions
Experience:
- Possession of a valid Series 65 license is mandatory
- Proven experience in financial planning, investment management, or related fields
- Strong knowledge of securities laws and regulations
- Excellent communication and interpersonal skills to build client relationships
- Ability to work independently and as part of a team
Join us in a rewarding role where you can utilize your Series 65 license to help clients achieve their financial goals.
Are You Ready to Invest in Yourself?
Seeking Mentorship: Are you willing to elevate your career to new heights with our mentorship?
Self-Motivation: Will you channel the same dedication towards your success as you have for past employers?
Future Income Goals: Take action now to secure the income you desire next year.
Take the Leap: If you’re driven to make a real difference in people’s lives and crave a career that’s as rewarding as it is exciting, RD Livingston Financial Team, an Experior Financial Group entity, is your stage. Here, passion meets purpose. Let’s redefine financial planning together.
Requirements, License/Certification:
Life and Health Producer's License (Preferred)
Series 65 (Preferred)
- Valid United States ID or Work Visa for the United States
- Genuine People Skills
- Coachable, Teachable, and Trainable
- Obtaining a Life and Health Producer's License during training (if not already acquired)
- Adequate Time Management
- Strong communication skills to interact with potential clients and you agency partners
- Obtain a Zoom Account
- English as a Primary Language or Professionally Bilingual/Multi-lingual
Benefits:
- The Financial Services Industry provides unlimited income growth potential
- Flexibility to set your own schedule
- Opportunity to be your own boss and manage your own business
- Ownership of your book of business at Day One written within the onboarding contract
- Company Equity Ownership and Legacy program opportunities available written within the onboarding contract
- Ability to work with multiple carriers and Management firms
If you meet the above requirements and are ready to take control of your career as an Financial Associate with our firm, we would love to hear from you. Apply now to join our team and start enjoying the benefits of being an independent driver.
Job Types: Full-time, Part-time, Contract
Pay: $0.00 - $Unlimited per Year (work the job for yourself like you have your employers)
Work setting: Home or on the go.
Remote
This is a Commission based career, are you okay with working for commission?
Leadership: 1 year (Required)
License/Certification: 65, Life insurance a plus
Job Types: Full-time, Part-time, Internship
Pay: $10,000.00 - $500,000.00 per year
Expected hours: 10 – 60 per week
Schedule:
Supplemental pay types:
- Bonus opportunities
- Commission pay
- Signing bonus
- Tips
License/Certification:
- Series 65 (Required)
- Life Insurance License (Required)
Work Location: Remote