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Ponte Vedra

    Internal Financial Advisor - Ponte Vedra, United States - ValuTeachers

    ValuTeachers
    ValuTeachers Ponte Vedra, United States

    1 week ago

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    Description

    Job Description

    Job Description
    Qualifications:
    • If you have ever worked with Edward Jones we would like to hear from you.
    • Bachelor's degree in a business-related field or equivalent professional experience.
    • Prefer experience working with defined contribution plans, 403(b), 457, and 401 (a).
    • Must have an active Life License.
    • 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, , Member FINRA/SIPC.
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