Job Description

Innovative Outsourcing is excited to partner with our client, Your Wealth Advisors, to hire a client-focused Financial Planner to join this dynamic and rapidly growing boutique investment and wealth management firm. As an important part of the team, you will provide top-notch investment and wealth management advice tailored specifically to clients’ needs and will be located at their newest office location in Cumming, GA. They are looking for a high energy, driven and savvy financial professional who imbodies their “work hard, play hard” philosophy. A major differentiator in working for this company is that the owner eliminates the need for advisors to prospect for their own business. Through company-driven marketing efforts such as TV, radio, and live events, advisors are provided with qualified leads and full calendars, allowing them to focus solely on closing business. No more struggling with lack of lead generation or sales support!  If you are the type of professional who knows they would thrive with this support and is motivated to succeed and looking for a high-reward position, this is the company for you!

Location: Onsite, Cumming, GA

Schedule: Full Time

Compensation: 60-90K, draw plus commission and bonuses

Requirements: Series 65 and or Series 7 and 66 / Life and Health License for GA

Job Description:

As a Financial Planner with Your Wealth Advisors, you’ll have the opportunity to create customized financial plans while building meaningful, long-term relationships with clients. The ideal candidate will have a solid grasp of financial concepts and products, estate planning, Fixed Index Annuities while ensuring that our clients receive exceptional guidance aligned with their financial aspirations.

Key Responsibilities:

• Develop and maintain strong client relationships to foster trust and ensure repeat business.
• Educate clients on Fixed Indexed Annuities, their benefits, and suitability for their financial goals.
• Conduct thorough financial needs assessments to develop customized investment strategies.
• Manage client accounts, providing ongoing support and service.
• Stay updated on market trends and regulatory changes related to annuities and investment products.
• Collaborate with internal teams to ensure seamless integration of services.
• Meet or exceed sales targets and contribute to the overall growth of the company.

Qualifications:

• Bachelor’s degree
•  2-4 years experience in sales of Investments and Annuities, Estate Planning is a plus
• Valid state insurance license (life and annuity).
• Series 65 or Series 66 license preferred.
• Proven experience in financial sales, preferably in an advisory role.
• Strong understanding of Fixed Indexed Annuities and investment products.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Strong ethical standards and a commitment to client satisfaction.