Internal Financial Advisor

ValuTeachers

Posted on : 12-04-2025

Employer Active

1 Vacancy

Job Alert

You will be updated with latest job alerts via email

Valid email field required

Send jobs

Send me jobs like this

Job Alert

You will be updated with latest job alerts via email

Valid email field required

Send jobs

Job Location

Ponte Vedra Beach, FL - USA

Yearly Salary

$ 100000 - 150000

Vacancy

1 Vacancy

Posted on : 12-04-2025

Job Description

Benefits:

Opportunity for advancement
Training & development
Paid time off

Qualifications:

Bachelors degree in a businessrelated 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 longterm 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 48101 Member FINRA/SIPC.

Compensation: $100000.00 $150000.00 per year

Required Experience:

Unclear Seniority

Employment Type

Full-Time

Company Industry

Key Skills

Apply Now

About Company

ValuTeachers

Report This Job

Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.

Start Now

Dr.Job AutoApply

3X your job search with AutoApply's AI for faster dream job results.

Internal Financial Advisor

ValuTeachers

Job Description

Employment Type

Company Industry

Key Skills

About Company

Similar Jobs

Internal Sales

Internship Internal Communication

Internal Sales Administrative

Internal Control Analyst

Financial Planner

Financial Controller

Financial Analyst

Financial Analyst