Are you a current financial advisor and the following describes you and your experience, apply today!

• Do you have a deep passion for financial planning and wealth management?
• Do you possess exceptional professional salesmanship?
• Do you have a deep analytical ability?
• Do you have the overall deep desire to help your clients get what they want out of life by learning how to trade well in time, money, health and relationships?

If so…keep reading, as you do not want to miss this very unique opportunity!

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Additional responsibilities will include, but not limited to:

• Moving money from accounts per industry and federal regulations
• Performing market research to stay current with financial trends
• Preparing financial documents, income projections and portfolio review reports
• Maintaining compliance with all rules and regulations in the financial industry
• Identifying and pursuing potential clients to maintain a strong and growing client base
• Securing stocks, bonds and establishing progressive investment accounts
• Meeting individually with clients to determine their financial objectives, risk tolerance, resources, income, expenses, assets, and liabilities.
• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools.

If you in fact meet the above and would like to learn more about this opportunity, and the additional perks it offers, apply today, interview tomorrow! Talent First Search will be your partner in career navigation, supporting you from the moment you apply on through to hire, and thereafter!

****This is a position offering a hybrid model with full autonomy to create your own schedule, having your own personal office when onsite.****

Job Type: Full-time

Pay: $140,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Self-determined schedule

Ability to commute/relocate:

• Portland, ME 04101: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial Advisor: 1 year (Required)

Work Location: Hybrid remote in Portland, ME 04101

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