Licensed Financial Advisor
Apply NowCompany: Cambridge Financial Network
Location: South Jordan, UT 84095
Description:
Description
Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? If you're not currently satisfied with your current firm, then Cambridge Financial Group presents an exceptional chance to capitalize on your expertise and elevate your career.
Why work at Cambridge Financial Network?
-Great Earning Potential- Adopt a commission-driven structure with no earning limits, offering you the opportunity to fully unlock your financial potential.
-Own Your Book & Practice - Take charge of your client relationships and practice with confidence. We offer the tools and support to empower you to grow and develop your business in a way that aligns with your vision and goals.
-Culture - Excel in a hardworking and team-oriented workplace that fosters lifelong learning and professional growth, all while enjoying a fun, collaborative office culture that inspires creativity and connection.
-Flexibility and Support - Collaborate with our entirely remote team or in person team while benefiting from expansive tools and technology, supported by dedicated in-house teams committed to equipping you with everything you need to thrive.
-Work-Life Alignment - Achieve the perfect balance between work and life as you cultivate a rewarding career. Enjoy the freedom to align your professional ambitions with personal priorities, shaping your work style in a way that truly suits you.
Responsibilities
Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
Financial Planning: Develop customized financial plans to achieve long-term and short-term objectives.
Investment Guidance: Provide advice on investment options like stocks, bonds, mutual funds, and retirement plans.
Retirement Planning: Help clients prepare for retirement by analyzing savings plans and creating strategies to maximize benefits.
Tax Optimization: Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
Insurance Planning: Recommend appropriate insurance policies to protect clients' assets and manage risks.
Regulatory Compliance: Ensure all advice and transactions adhere to industry regulations and legal standards.
Relationship Management: Build and maintain strong client relationships through regular communication and updates.
Qualifications
Qualifications:
-Active Life & Health Insurance License. And/or
-Series 7, Series 66, and SIE Registrations.
-Minimum 2 years of experience as a financial advisor or wealth management professional.
-Proven expertise in building and sustaining strong client relationships.
-Demonstrated success in assessing financial goals and developing impactful strategies to achieve them.
-Strong communication and interpersonal skills.
-Entrepreneurial drive and a commitment to practice growth.
Please note that while the salary range listed is average for an advisor, the potential earnings for the role are great.
Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? If you're not currently satisfied with your current firm, then Cambridge Financial Group presents an exceptional chance to capitalize on your expertise and elevate your career.
Why work at Cambridge Financial Network?
-Great Earning Potential- Adopt a commission-driven structure with no earning limits, offering you the opportunity to fully unlock your financial potential.
-Own Your Book & Practice - Take charge of your client relationships and practice with confidence. We offer the tools and support to empower you to grow and develop your business in a way that aligns with your vision and goals.
-Culture - Excel in a hardworking and team-oriented workplace that fosters lifelong learning and professional growth, all while enjoying a fun, collaborative office culture that inspires creativity and connection.
-Flexibility and Support - Collaborate with our entirely remote team or in person team while benefiting from expansive tools and technology, supported by dedicated in-house teams committed to equipping you with everything you need to thrive.
-Work-Life Alignment - Achieve the perfect balance between work and life as you cultivate a rewarding career. Enjoy the freedom to align your professional ambitions with personal priorities, shaping your work style in a way that truly suits you.
Responsibilities
Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
Financial Planning: Develop customized financial plans to achieve long-term and short-term objectives.
Investment Guidance: Provide advice on investment options like stocks, bonds, mutual funds, and retirement plans.
Retirement Planning: Help clients prepare for retirement by analyzing savings plans and creating strategies to maximize benefits.
Tax Optimization: Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
Insurance Planning: Recommend appropriate insurance policies to protect clients' assets and manage risks.
Regulatory Compliance: Ensure all advice and transactions adhere to industry regulations and legal standards.
Relationship Management: Build and maintain strong client relationships through regular communication and updates.
Qualifications
Qualifications:
-Active Life & Health Insurance License. And/or
-Series 7, Series 66, and SIE Registrations.
-Minimum 2 years of experience as a financial advisor or wealth management professional.
-Proven expertise in building and sustaining strong client relationships.
-Demonstrated success in assessing financial goals and developing impactful strategies to achieve them.
-Strong communication and interpersonal skills.
-Entrepreneurial drive and a commitment to practice growth.
Please note that while the salary range listed is average for an advisor, the potential earnings for the role are great.