Financial Advisor

The Porter Group LLC; Town of Texas (WI); Remote; USD 50,000 - 70,000; Full time

Job summary

A leading financial services company is seeking a Financial Advisor to offer personalized financial advice and develop strategies for clients. This remote role requires a Life and Health License and strong financial advisory skills. Join a team committed to empowering clients towards financial independence and success.

Qualifications

• Hold a Life and Health License.
• Experience in Annuities, Life Insurance, Long-Term Care.
• Professional certifications like CFP and CFF are a plus.

Responsibilities

• Provide tailored financial advice to clients.
• Conduct financial planning and manage investments.
• Develop retirement plans aligned with client goals.

Skills

Financial Advisory

Analytical Skills

Communication

Problem Solving

Education

Life and Health License

CFP

CFF

Tools

Financial Software

Job description

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The Porter Group LLC envisions creating a financially literate and empowered society where individuals and families achieve lasting security and prosperity. We aim to be the trusted partner for advisors and clients alike, offering tailored financial solutions that build a strong foundation, protect wealth, and foster growth. By combining innovative strategies with a commitment to education and ethical practices, we strive to create legacies of financial independence and success for generations to come.

Role Description

This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for providing tailored financial advice to clients, conducting financial planning, managing investments, and developing retirement plans. The Financial Advisor will work closely with clients to understand their financial goals and develop strategies to achieve them.

Qualifications

• Hold a Life and Health License (required)
• Experience and knowledge in Annuities, Life Insurance, Long-Term Care, Social Security and Medicare
• Financial Advisory skills
• Excellent analytical and problem-solving abilities
• Strong communication and interpersonal skills
• Proficiency in financial software and tools (we provide training on our software)
• Ability to work independently and remotely
• Professional certifications such as CFP and CFF (Certified Financial Planner, Certified Financial Fiduciary) are a plus

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Insurance