ValuTeachers

Internal Financial Advisor

Location

Ponte Vedra, FL

Type

Full Time

Benefits:
  • Bonus based on performance
  • Company parties
  • Free food & snacks
  • Opportunity for advancement
  • Training & development
 
Qualifications:
 
·       Bachelor's degree in a business-related field or equivalent professional experience.
·       Registered Representative with experience working defined contribution plans, 403(b), 457, and 401 (a) preferred.
·       Securities registrations - Series 6, Series 63, or obtain within a specific time frame.
·       Life and Health Licenses
·       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, and video.
·       Knowledge of CRM and digital financial advice platforms.
·       Wants to sustain a long-term relationship with clients and the markets we serve.
.       Fluent in Spanish a plus.
 
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 clients' financial information and plans efficiently
·       Turnkey marketing services
·       Office/call center environment
·       Competitive base salary + commissions
 
Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member FINRA/SIPC. 
Compensation: $100,000.00 - $150,000.00 per year

Company Website: www.valuteachers.com

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