Internal 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.
• Strong interpersonal and communication skills
• Bachelor's degree or equivalent industry experience
• Spanish fluency is a plus but not required

Responsibilities

• Serve clients who trust and rely on your financial expertise.
• Utilize marketing tools and tech platform for client management.
• Develop and implement retirement strategies and financial plans
• Maintain client relationships and provide ongoing service using marketing tools and call center support

Skills

Strong interpersonal and communication skills

Client-focused mentality

Bilingual: Spanish fluency

Education

Bachelor's degree or equivalent industry experience

Job description

Benefits:

• Bonus based on performance
• Opportunity for advancement
• Training & development
• Grow Your Career While Helping Educators Retire with Confidence

Overview

Are you a licensed financial professional ready to make a lasting impact? At ValuTeachers Inc.®, we specialize in helping educators and public service employees plan for a secure retirement. We are expanding our team and looking for a Internal Financial Advisor who is driven, client-focused, and ready to grow.

What Makes This Role Different?

• Mission-Driven Work – Serve clients who trust and rely on your financial expertise
• Support to Accelerate Success – Proven systems, executive mentorship, and team support
• Dedicated Back-End Help – Marketing tools, tech platform, and call center support
• Compensation with Growth – Competitive performance-based compensation

Your Background

• Licensed: Life Insurance License + Series 65
• Experienced: Familiar with 403(b), 457, or 401(a) retirement plans (preferred)
• Relationship-Builder: Strong interpersonal and communication skills
• Educated: Bachelor's degree or equivalent industry experience
• Bilingual: Spanish fluency is a plus but not required

Why Top Advisors Join Us

• You want to align your career with a mission that truly helps people
• You are ready to scale your business with turnkey systems and support
• You value mentorship, collaboration, and a team that invests in your growth
• You are looking for consistent, qualified clients—not just cold leads
• You want to be part of a company with a strong reputation in the education sector

Apply Today

Help those who help our communities. If you are looking to work with a leading company in the 403(b) and 457 space, we look forward to supporting your growth at ValuTeachers.