ValuTeachers

Internal Financial Advisor

Location

Ponte Vedra, FL

Type

Full Time


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, (248) 489-0101, Member FINRA/SIPC. 
Compensation: $100,000.00 - $100,000.00 per year

Company Website: www.valuteachers.com

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