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Position: Financial Advisor
Compensation: $50,000 – $60,000 annually, plus commission
Location: Remote in Branson, MO
Inceed has partnered with a great company to help find a skilled Financial Advisor to join their team!
Position: Financial Advisor
Compensation: $60,000 /hour, depending on experience
Location: Full Remote
Inceed has partnered with a great company to help find a skilled Financial Advisor to join their team!
This is a strong opportunity for a relationship-focused advisor to step into a growing book of business and help deliver trusted financial guidance. You’ll support existing clients while also building new connections through prospecting, with the chance to make a real impact in a client-first environment.
Key Responsibilities & Duties:
- Advise clients on holistic financial planning strategies
- Manage and grow an existing client book
- Prospect for new client opportunities
- Conduct in-person and virtual client presentations
- Meet with clients during flexible hours when needed
- Support a team-focused, service-driven approach
Required Qualifications & Experience:
- Series 65, or Series 7 and 66 certification
- Life Insurance Producer License
- 2-5 years of financial advising experience
- Proficiency with Microsoft suite
- Comfort speaking in front of groups
- Strong client service mindset
Nice to Have Skills & Experience:
- Experience presenting both in person and virtually
- Background working with school district or teacher clients
- Experience supporting retirement or wealth planning
- Prospecting experience in a client-facing role
Perks & Benefits:
- 3 different medical health insurance plans, dental, and vision insurance
- Voluntary, Short-term and Long-term disability insurance
- Paid time off, 401k, and holiday pay
- Weekly direct deposit or pay card deposit
Other Information:
- This role supports a growing team with a strong service-first culture
- Clients may need support outside standard business hours
- Position includes both client relationship management and business development
- This opening exists due to a planned backfill on the team
If you are interested in learning more about the Financial Advisor opportunity, please submit your resume for consideration. Our client unable to provide sponsorship at this time.
We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them.
Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
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