Financial Advisor

Columbus, NE - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

What Youll Own

Lead first and second meetings with warm qualified prospects
Build and present clear written financial plans
Implement investment and insurance strategies tailored to each client
Nurture long-term relationships and grow your personal book

What Makes You a Fit

Series 65 (or 66 7) and active Life & Health licenses
Proven sales and communication skills
Coachable driven and passionate about helping clients succeed

Why This Role Stands Out

No prospecting - your calendar is consistently full of qualified leads
Dedicated marketing operations support so you can focus on clients
A proven planning process strong culture and real growth potential

What Youll Own Lead first and second meetings with warm qualified prospects Build and present clear written financial plans Implement investment and insurance strategies tailored to each client Nurture long-term relationships and grow your personal book What Makes You a Fit Series 65 (or 66 7...