Job description

Job description

Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships. As a Financial Advisor with Certified Financial Services you will gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals.

We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies to consumers and businesses.

It’s time to put yourself and your clients first. We’re looking to add new advisors to our team who share our passion and values.

You are…

· Passionate with a desire to help others and make a positive impact in your community.

· An Entrepreneurial Spirit and the desire to own a business that provides the ability to integrate your life and business – on your terms.

· Driven by a sense of purpose, with the knowledge that your work brings value to your clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business you work with.

· Learner mentality with a desire to continue to grow professionally and with a commitment to continued learning.

You are…

· A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.

· Desire to help others achieve their goals and dreams through cultivating long-term relationships.

· Ambitious, entrepreneurial, and looking for career growth and development.

What you’ll be doing…

· Work with clients to understand their goals, concerns, and current financial information. Analyze information to create a plan with appropriate strategies, products and services.

· Develop and maintain a base of clients who value your input and guidance.

· Work with clients to keep their financial plans current and aligned with their goals, building relationships with clients that will lasts for years.

What we provide…

· Development and training—locally, virtually and nationally—to support you as you build your practice with us.

· Tools, technology and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.

· Mentorship and joint-work opportunities.

· Objective wealth management solutions

· A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.

· Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.

Requirements

· Must be a US citizen or permanent resident

· A four‐year college degree

· Obtain appropriate insurance licensing

Who we are...

We are changing the world’s understanding of wealth and we are always seeking new talent to be part of the movement. Fully committed to the success and development of each advisor, our firm provides the knowledge, support, and planning to help you build a successful business. Our firm is entering into a phase of expansion to meet the increased demand. The strength of our comprehensive planning services is the individual financial professionals that make up our firm. In order to expand, we are seeking the region’s most talented and capable candidates to join their ranks.

Our career associates have a passion to succeed through hard work, an entrepreneurial spirit, and a compelling drive to keep raising the bar on their personal best. Our associates range from recent college graduates to experienced professionals, from a variety of backgrounds, all of whom desire and help to create a collaborative work environment. All are intelligent, articulate, and able to earn their clients’ confidence and trust. Our team is self-reliant, ethical, and unwavering in its commitment to our clients.

Please visit the following to learn more about us…

https://www.cfsllc.com/

Agency of The Guardian Life Insurance Company of America, New York, NY.

The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.

2022-139523 exp 6/24

Job Type: Full-time

Pay: $24,000.00 - $750,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Work Location: In person

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