At Elite Income Advisors, we stand as a premier leader in financial services. Our workplace embodies a vibrant, contemporary atmosphere where fun and productivity thrive. We're committed to unlocking the full potential of our team members. With numerous colleagues celebrating over a decade of tenure, we offer unparalleled opportunities for both professional and financial advancement. Join us and be part of something exceptional!
We specialize in offering Investment Advice and Advanced Financial Planning services tailored to accomplished individuals, business proprietors, and affluent families. Our mission: We are dedicated to empowering individuals with understandable and comprehensive financial education to facilitate making informed retirement decisions. With an unwavering commitment to our values, we strive to create a brighter and more financially secure future for the community that we serve through prudent financial planning. Through this mission, we build a level of trust with our clients that bodes well for successful, long-term relationships, which is why an astounding 98% of our clients are lifetime clients.
We provide our advisors with numerous marketing channels, including radio, TV, Retirement and Investing workshops, YouTube, referral programs, and more. Our goal is to ensure that our advisors have a calendar filled with qualified prospects without the need for cold calling. We believe that advisors should focus on meeting prospects, onboarding new clients, and nurturing existing client relationships.
Role Description
We are seeking a highly proficient and seasoned Financial Advisor to become part of our vibrant team. In this role, you'll be pivotal in delivering comprehensive financial guidance and overseeing the financial health of our clients. The ideal candidate will boast a solid foundation in financial planning with a dedication to serving clients with integrity in a fiduciary role.
Responsibilities • Develop and maintain strong, trusting relationships with clients. • Conduct in-depth consultations to understand clients' financial goals, risk tolerance, and overall financial situation. • Regularly communicate with clients to provide updates on their financial plans and investments. • Conduct thorough financial analyses to create comprehensive financial plans tailored to individual client needs. • Develop strategies for retirement planning, tax optimization, estate planning, and other relevant financial goals. • Continuously monitor and adjust financial plans based on changes in client's circumstances or market conditions. • Act in the best interests of clients, placing their financial well-being above all else. • Adhere to fiduciary standards and regulatory requirements, ensuring transparency and integrity in all financial dealings. • Educate clients on financial concepts, investment strategies, and market trends. • Clearly communicate complex financial information in a simple and understandable manner. • Conduct periodic reviews and educational sessions to empower clients to make informed financial decisions. • Develop local centers of influence while continuously looking for opportunities to establish relationships with potential prospects and strategic partners. • Participate in designing and developing key marketing initiatives, driving prospective client, and existing client engagement. • Represent the firm by attending and presenting at client and prospective client-focused marketing events.
Qualifications • Bachelor's degree in finance, business, or a related field. Advanced degrees (CFP, CFA, or similar) are highly desirable. • Proven experience as a Financial Advisor with a focus on fiduciary responsibility. • In-depth knowledge of financial planning, investment management, and relevant regulations. • Strong analytical, communication, and interpersonal skills. • Exceptional ethical standards and commitment to acting in the best interests of clients. • Relevant certifications and licenses as required by regulatory authorities.
License/Certification • Series 65 License (Required) • Life and Health License
Compensation and Benefits
Base salary plus commissions
Benefits include: 401(k), paid holidays, PTO, and health insurance coverage
If you're a committed financial professional who puts clients first and embraces fiduciary responsibility, we encourage you to apply for this exciting role. Join us in guiding clients towards their financial objectives, while adhering to the highest standards of integrity and professionalism.