- Deliver in-depth financial planning to a ready-made client base.
- Skillfully manage client portfolios using a spectrum of financial tools including fee-based investments, fixed-indexed annuities, and life insurance.
- Seamlessly transform prospects into lifelong clients, establishing a foundation of trust and financial security.
- Lead informative seminars and workshops to engage and educate clients and prospects.
- A holder of an active California Life and Health Insurance License and Series 65 or 66 License.
- A confident communicator with a solid sales background, adept in converting prospects into satisfied clients.
- Someone with a robust understanding of financial and retirement planning, passionate about making a tangible impact in the lives of clients.
- A vibrant, growth-centric professional atmosphere.
- Zero prospecting. Your focus stays on advising, not finding new clients.
- A collaborative team dedicated to mutual success and the financial well-being of our clients.
Financial Advisor - Ripon, United States - Magellan Financial & Insurance Services Inc
Description
Join the forefront of financial innovation at Way Financial, Ripon, California's premier destination for retirement planning and wealth management excellence. We're on an ambitious growth trajectory, fueled by our unmatched marketing prowess that guarantees a constant influx of high-quality prospects. Specializing in a holistic approach to the financial aspirations of clients aged 50-75, our firm stands as a pillar of trust and success, ensuring our advisors focus purely on what they do best advising.
Compensation: A Generous Base of $80,000 - $100,000 (Negotiable) Plus Incentives, Bonuses, and More
Position Overview:
We're scouting for a Lead Financial Advisor who thrives in transforming lives through expert financial guidance. With us, you'll step into a world where your schedule is perpetually filled with eager clients, eliminating the need for prospecting and allowing you to concentrate on what you excel at providing stellar financial advice and building enduring client relationships.
Key Responsibilities:
Who We're Looking For:
Why Way Financial?
Here, your career is more than a job it's a journey of impact and fulfillment. With us, you'll enjoy:
Please Note: This opportunity is for on-site engagement in Ripon, California, and is designed for those ready to make a tangible difference in person.
Way Financial is proud to be an equal opportunity employer, cultivating an inclusive, diverse workplace where every team member is valued, respected, and has access to equal opportunities.