Financial Advisor (No Prospecting | Base Salary | FIA Experienced) - Magellan Financial & Insurance Services : Job Details

Join our team as a Financial Advisor at Alloy Wealth! www.AlloyWealth.com

Alloy Wealth, headquartered in Cornelius, NC, stands as a premier wealth management and retirement planning firm. We're experiencing swift growth, with footprints in Greenville, Charlotte, and other regions. Our robust marketing approach, highlighted by a network TV show and a leading radio program, drives our expansion. These platforms consistently supply our advisors with keen prospects, streamlining the processes of asset collection and retirement planning.

About The Role:

We are in search of a dedicated Financial Advisor with a passion for financial planning and a talent for building relationships. Your main responsibilities will include sales, engaging with prospects, and crafting comprehensive financial and retirement strategies. Instead of client prospecting, your prowess as a financial communicator will be essential in conveying our value and sealing deals. Unlimited earning opportunities await you here!

(The Salary range for this position is $70,000-$120,000 + Commissions, Base, etc.)

Primary Responsibilities:

• Conduct meetings with prospects, understand their needs, and convert them into clients.
• Build personalized financial and retirement plans.
• Develop and manage a large and diverse client base.
• Maintain a clear line of communication with clients, nurturing strong, long-lasting relationships.

Required Qualifications:

• Series 65 License.
• Active life Insurance License.
• Previous experience as a Financial Advisor or similar role.
• Strong understanding of financial planning and retirement planning principles.
• Excellent communication and interpersonal skills.
• A proven track record of success in sales and client conversion.
• Experience in a fast-paced, high-growth environment.

At Alloy Wealth, our Financial Advisors enjoy the unique advantage of having their schedules filled with prospects who know who we are and want our help. You'll join a team of passionate professionals driven by a shared goal of helping people plan for retirement and beyond.

Alloy Wealth is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.