Educator Retirement Financial Advisor

ValuTeachers; Ponte Vedra Beach (FL); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

Bonus based on performance

Opportunity for advancement

Training & development

Job summary

A leading financial services company in the United States is looking for an Internal Financial Advisor. This role is mission-driven, allowing you to serve clients who trust your financial expertise, while providing support for your professional growth with marketing tools and mentorship. Ideal candidates are licensed professionals with a Bachelor's degree or equivalent experience and strong interpersonal skills. Join us in helping educators plan for a secure retirement.

Qualifications

• Licensed: Life Insurance License + Series 65.
• Experienced with 403(b), 457, or 401(a) retirement plans is preferred.

Responsibilities

• Serve clients who trust and rely on your financial expertise.
• Utilize marketing tools and tech platform for client management.

Skills

Strong interpersonal and communication skills

Client-focused mentality

Bilingual: Spanish fluency

Education

Bachelor's degree or equivalent industry experience

Job description

A leading financial services company in the United States is looking for an Internal Financial Advisor. This role is mission-driven, allowing you to serve clients who trust your financial expertise, while providing support for your professional growth with marketing tools and mentorship. Ideal candidates are licensed professionals with a Bachelor's degree or equivalent experience and strong interpersonal skills. Join us in helping educators plan for a secure retirement.