Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past two years, we have been placed on the Inc. 5000 list, a distinction awarded to the 5,000 fastest-growing private companies in the United States.
Our Mission
We help people retire with dignity and confidence.
Responsibilities:
Serve primary point of contact for clients to provide comprehensive financial planning services and personalized advice tailored to their individual needs
Manage client assets and provide ongoing portfolio management and investment advice
Recommend life insurance and annuity products to clients when appropriate
Collaborate with other team members to develop and implement comprehensive financial plans that help clients achieve their retirement income goals
Deliver educational presentations and write newsletters to educate clients on financial planning topics
Stay up-to-date on industry trends and regulations, and maintain compliance with all relevant laws and regulations
Requirements:
Series 65 and Life & Annuity licenses are required
CFP Designation is a bonus
At least 5 years of insurance/annuity sales and asset management
Bachelor's degree
Strong communication, interpersonal, and problem-solving skills
Proven ability to collaborate and build effective relationships with clients and colleagues
Knowledge of financial planning software and tools
High ethical standards and a commitment to acting in the best interests of clients
We offer a competitive compensation package, including base salary and performance-based bonuses, as well as a comprehensive benefits package that includes health insurance, retirement savings, and paid time off. Our advisors have the option to transition to a commission structure after pre-determined milestones are hit.
If you are a dedicated and experienced Financial Advisor who is committed to helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter for consideration.