Independent Financial Advisor | Wealth Planning & Growth

Ardent Financial; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

Ardent Financial is seeking motivated, coachable individuals who are ready to build a rewarding career in the financial services industry. You will help individuals, families, and business owners create financial strategies designed to protect what matters most, build wealth, prepare for retirement, and leave lasting legacies.

We invest in your success through comprehensive training, licensing support, and ongoing coaching.

Qualifications

• Life and Health Insurance licensed.
• Series 6/7 and/or 63/65 is a bonus.
• Working knowledge of financial products, wealth management.

Responsibilities

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s financial status, income, goals, and other factors contributing to wealth management.
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions.
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
• Create customized financial plans for each client based on life stage, professional circumstances, and fluctuating financial needs.
• Serve as a collaborative team player willing to further development through continued training opportunities.

Job description

Ardent Financial is seeking motivated, coachable individuals who are ready to build a rewarding career in the financial services industry. You will help individuals, families, and business owners create financial strategies designed to protect what matters most, build wealth, prepare for retirement, and leave lasting legacies.

We invest in your success through comprehensive training, licensing support, and ongoing coaching.