Licensed Financial Advisor

Cambridge Financial Network; South Jordan (UT); Remote; USD 70,000 - 120,000; Full time

Job summary

An established industry player is seeking an experienced financial advisor who is passionate about client relationships and financial planning. This role offers a unique opportunity to grow your practice with a commission-driven structure and no earning limits. You will develop tailored wealth management plans, provide investment guidance, and help clients navigate their financial futures. With a supportive team and a culture that values professional growth, this position is perfect for driven individuals eager to make a significant impact in the financial services sector. Join a company committed to doing good in the community while achieving your career ambitions.

Qualifications

• Minimum 2 years of experience as a financial advisor required.
• Proven expertise in building and sustaining strong client relationships.

Responsibilities

• Meet with clients to understand their financial goals and needs.
• Develop customized financial plans to achieve objectives.
• Provide advice on investment options and retirement plans.

Skills

Client Relationship Management

Financial Planning

Investment Guidance

Tax Optimization

Insurance Planning

Regulatory Compliance

Communication Skills

Entrepreneurial Drive

Education

Active Life & Health Insurance License

Series 7 Registration

Series 66 Registration

SIE Registration

Job description

Posted 3 days ago

Description

Are you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? If you're not currently satisfied with your current firm, then Cambridge Financial Group presents an exceptional chance to capitalize on your expertise and elevate your career.

Why work at Cambridge Financial Network?

1. Great Earning Potential: Adopt a commission-driven structure with no earning limits, offering you the opportunity to fully unlock your financial potential.
2. Own Your Book & Practice: Take charge of your client relationships and practice with confidence. We offer the tools and support to empower you to grow and develop your business in a way that aligns with your vision and goals.
3. Culture: Excel in a hardworking and team-oriented workplace that fosters lifelong learning and professional growth, all while enjoying a fun, collaborative office culture that inspires creativity and connection.
4. Flexibility and Support: Collaborate with our entirely remote team or in-person team while benefiting from expansive tools and technology, supported by dedicated in-house teams committed to equipping you with everything you need to thrive.
5. Work-Life Alignment: Achieve the perfect balance between work and life as you cultivate a rewarding career. Enjoy the freedom to align your professional ambitions with personal priorities, shaping your work style in a way that truly suits you.

Responsibilities:

1. Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance.
2. Financial Planning: Develop customized financial plans to achieve long-term and short-term objectives.
3. Investment Guidance: Provide advice on investment options like stocks, bonds, mutual funds, and retirement plans.
4. Retirement Planning: Help clients prepare for retirement by analyzing savings plans and creating strategies to maximize benefits.
5. Tax Optimization: Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
6. Insurance Planning: Recommend appropriate insurance policies to protect clients’ assets and manage risks.
7. Regulatory Compliance: Ensure all advice and transactions adhere to industry regulations and legal standards.
8. Relationship Management: Build and maintain strong client relationships through regular communication and updates.

Qualifications:

1. Active Life & Health Insurance License. And/or
2. Series 7, Series 66, and SIE Registrations.
3. Minimum 2 years of experience as a financial advisor or wealth management professional.
4. Proven expertise in building and sustaining strong client relationships.
5. Demonstrated success in assessing financial goals and developing impactful strategies to achieve them.
6. Strong communication and interpersonal skills.
7. Entrepreneurial drive and a commitment to practice growth.

Please note that while the salary range listed is average for an advisor, the potential earnings for the role are great.

Compensation: $70,000 - $120,000 yearly

About Cambridge Financial Network:

Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.