Financial Advisor – Growth, Flexibility & Impact

The Scarborough Business Association; Poland; Remote; PLN 60,000 - 90,000; Full time

Benefits offered by this job

Unlimited earnings

Bonuses on learning

Purpose-driven work

Flexible schedule

Local support

Recognition program

Stock ownership

Leading-edge tech

Inclusive culture

Job summary

The Scarborough Business Association seeks a passionate financial services professional to attract new clients, meet with prospects and existing clients, and build comprehensive financial roadmaps aligned with their goals.

You will review clients' financial states, recommend insurance and investment products, and keep plans updated as life changes. This role offers unlimited earning potential, monthly bonuses, and local support for building a community-focused advisory practice.

Qualifications

• Has a history of achievement (professional, academic, athletics, etc.).
• Enjoys engaging, developing, and maintaining relationships with people.
• Is disciplined and self-motivated.
• Is goal-oriented with a strong work ethic.
• Is a continuous learner with a deep interest in helping others.
• Has excellent communication skills.

Responsibilities

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review their current financial state and gather information about their future goals.
• Build a financial roadmap to help them achieve these goals.
• Recommend and implement suitable insurance and investment products that align with this financial roadmap.
• Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)
• On-going training and professional development to remain current with industry changes

Skills

Achievement history

Relationship building

Discipline

Goal oriented

Lifelong learner

Excellent communication

Education

College/University degree and some professional experience

Tools

LLQP license

Job description

The Scarborough Business Association seeks a passionate financial services professional to attract new clients, meet with prospects and existing clients, and build comprehensive financial roadmaps aligned with their goals.

You will review clients' financial states, recommend insurance and investment products, and keep plans updated as life changes. This role offers unlimited earning potential, monthly bonuses, and local support for building a community-focused advisory practice.