Internal Financial Advisor
Apply NowCompany: ValuTeachers
Location: Ponte Vedra, FL 32081
Description:
Benefits:
Qualifications:
Bachelor's degree in a business-related 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 long-term 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 48331, ([redacted], Member FINRA/SIPC
Compensation: $100,000.00 - $150,000.00 per year
ValuTeachers
Established by a former educator, ValuTeachers is a team of Retirement Specialists who aim to help school employees retire with financial dignity. ValuTeachers was founded on the principle that "Education is not preparation for life; Education is life itself" (John Dewey). Our Retirement Specialists service school systems nationally with 403(b)/IRA/457 plans.
ValuTeachers started as a different kind of retirement company. The founder and President worked as a school teacher and a college professor, teaching our future leaders. After leaving education, they discovered teachers and school employees were taking home less than $2,000 per month from their state pension plan, after thirty years of service. They were outraged that teachers and education professionals were left with so little after working so hard. This visionary set out to build a company that would educate every school employee on planning for their retirement-recognizing that teachers and school employees professionally are undervalued.
Company Website:
- Bonus based on performance
- Company parties
- Free food & snacks
- Opportunity for advancement
- Training & development
Qualifications:
Bachelor's degree in a business-related 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 long-term 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 48331, ([redacted], Member FINRA/SIPC
Compensation: $100,000.00 - $150,000.00 per year
ValuTeachers
Established by a former educator, ValuTeachers is a team of Retirement Specialists who aim to help school employees retire with financial dignity. ValuTeachers was founded on the principle that "Education is not preparation for life; Education is life itself" (John Dewey). Our Retirement Specialists service school systems nationally with 403(b)/IRA/457 plans.
ValuTeachers started as a different kind of retirement company. The founder and President worked as a school teacher and a college professor, teaching our future leaders. After leaving education, they discovered teachers and school employees were taking home less than $2,000 per month from their state pension plan, after thirty years of service. They were outraged that teachers and education professionals were left with so little after working so hard. This visionary set out to build a company that would educate every school employee on planning for their retirement-recognizing that teachers and school employees professionally are undervalued.
Company Website: