Independent Financial Advisor – Build Your Own Practice

Country Financial Group; Anchorage (AK); Sur place; USD 70 000 - 110 000; Plein temps

Résumé du poste

COUNTRY Financial is seeking ambitious, established candidates who want to own their business and help clients prepare for life’s moments with the right financial services and insurance products. COUNTRY Trust Bank Financial Advisors operate as independent contractors, in business for themselves but supported by COUNTRY’s family of companies.

Advisors diversify income across product lines, educate clients about solutions, collaborate with COUNTRY Insurance Agents, establish an office, and

Qualifications

• Bachelor’s Degree required.
• Series 6/63 licenses required.
• SIE required.
• Life/Health State License required.
• Property/Casualty State License required.
• Accredited Asset Management Specialist (AAMS) preferred.
• Chartered Financial Analyst (CFA) preferred.
• Certified Public Accountant (CPA) preferred.
• Certified Financial Planner (CFP) preferred.
• Chartered Financial Consultant (ChFC) preferred.

Responsabilités

• Own a financial advisory business as COUNTRY Trust Bank Financial Advisors.
• Educate clients about financial products and services.
• Diversify income across multiple product lines.
• Collaborate with COUNTRY Insurance Agents to secure business.
• Establish an office and build a staff.
• Conduct financial solution seminars.
• Help clients plan for life’s planned and unexpected moments.

Connaissances

Entrepreneurial mindset

Self-motivated

Goal-driven

Strong communication

Business acumen

Client relationship-building

Trust-building

Community impact

Formation

Bachelor’s Degree

Series 6/63 licenses

SIE

Life/Health License

Property/Casualty License

AAMS

CFA

CPA

CFP

ChFC

Description du poste

COUNTRY Financial is seeking ambitious, established candidates who want to own their business and help clients prepare for life’s moments with the right financial services and insurance products. COUNTRY Trust Bank Financial Advisors operate as independent contractors, in business for themselves but supported by COUNTRY’s family of companies.

Advisors diversify income across product lines, educate clients about solutions, collaborate with COUNTRY Insurance Agents, establish an office, and