Financial Advisor

Euclid Financial Services LLC; Providence (RI); On-site; USD 50,000 - 300,000; Full time

Job summary

Euclid Financial Services LLC is seeking a passionate Financial Advisor to join their team. This role focuses on helping clients achieve their retirement goals through tailored financial planning and wealth management strategies. Candidates should hold a valid Series 65 or 66 certification and a Bachelor's degree is preferred. The firm offers a collaborative environment with robust support for career development.

Benefits

Health Insurance

401k Plan

PTO Time

Qualified Financial Bonuses

Corporate Vacations

Qualifications

• Bachelor's degree preferred; mandatory Series 65 or Series 66 licenses.
• Health/Life Insurance Certification required.
• CFP or RICP certification is a plus.

Responsibilities

• Assist clients in visualizing and planning their financial goals.
• Conduct assessments of clients' financial conditions.
• Facilitate ongoing meetings and evaluations for clients.

Skills

Client Relationship Management

Financial Planning

Tax Reduction Planning

Education

Bachelor's Degree (Preferred)

Health Life Insurance Licenses - Mandatory

Series 65 or Series 66 - Mandatory

Job description

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Job Description

Euclid Financial Services is New England’s go to financial experts. We work with clients in New England and the Midwest, as a leading wealth and insurance advisory firm providing solutions for business, individuals, and retirees. The firm’s only objective is keeping individuals, at the center of all that they do, while fostering a collaborative environment in which everyone can contribute, develop relationships, and further build our communities.

Job Description

Euclid Financial Services is New England’s go to financial experts. We work with clients in New England and the Midwest, as a leading wealth and insurance advisory firm providing solutions for business, individuals, and retirees. The firm’s only objective is keeping individuals, at the center of all that they do, while fostering a collaborative environment in which everyone can contribute, develop relationships, and further build our communities.

EFS has an unfailing weekly flow of new prospects that are seeking retirement clarity which is unique to EFS through “The Retirement Factory” our National Radio Show, TV and Referral Programs. We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction Planning and Legacy Planning for individuals or retirees.

EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client’s unique financial situation. While in our corporate office each advisor provides value to the clients through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

Being a part of EFS Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you’re a go-getter with a passion for helping others, we’d love to get to know you.

Education:

• Bachelor's (Preferred)
• Series 65 or Series 66 - Mandatory
• Health Life Insurance Licenses - Mandatory
  
  

Responsibilities:

• Work with clients to help them visualize, timeline and plan out financial goals in discovery conversations
• Assess clients' assets, liabilities, and overall financial conditions in effort to plan their retirement.
• Conduct meetings, semi-annual reviews to ensure client's needs are being met.
• Clear daily tasks of tracking and reporting, calls and meet company sales expectations. What you can expect from EFS:
  
  

You will have consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Euclid Financial Services is committed to your success.

Requirements:

• Certification or in process of certification in CFP, RICP
• Ability to work at a high energy level within a team while still delivering quality client experience.
• Experience in leading client review meetings
• Experience and ability to bring in new clients after proposals
  
  

Benefits:

• Advisor Salary
• Qualified Client Appointments
• Health insurance - Waiting period - Full Time Employees Only
• 401k
• Short-Term DI
• Accident Insurance
• PTO time
• Qualified Financial Bonuses
• Qualified Bonus Corporate Vacations
  
  

Company's website:

• www.euclidfs.com
  
  

Company Description

Euclid Financial Services has been in business for 20 years, helping people ages 55-70 to and through their entire retirement.

Euclid Financial Services has been in business for 20 years, helping people ages 55-70 to and through their entire retirement.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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