Financial Advisor

Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? LFN Advisors Inc., a financial services firm in Muskegon, MI, has an opening for a full-time Financial Advisor/Associate Advisor - and this is far more than just another job opportunity!

Value We Deliver:

·       Access to existing clients and prospective clients

·       Top-notch administrative support

·       Paid marketing support

·       Name and brand recognition of firm due to length of time & presence in the community

·       The equipment and software you need for illustrations and reports

·       Income and growth potential that’s capped only by your ambition

Our Investments In You:

·       Hybrid remote work options

·       Flexible schedules

·       Employer Stock Ownership Program (ESOP)

·       401(k)

·       Professional development

The Expertise We Are Looking For:

·       Prior Experience Working in Financial Advisory Industry as an IAR (Required)

·       Series 65/66 (Required)

·       High School Diploma (Required)

·       Bachelor’s or Associate’s Degree in Finance or Similar Field (Preferred)

·       Active State-Specific Life Insurance License (Required)

What You’ll Be Responsible For:

·       Build genuine, long-term relationships with clients

·       Actively call out to clients to cultivate new business

·       Network to generate and build prospective client list

·       Build a strong client base with the firm’s exceptional referral system due to a multi-business approach

·       Develop and execute additional prospecting and marketing strategies, as required

·       Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client/prospect needs and promote sales

.       Collaborate and prepare comprehensive financial plan recommendations, while preparing and analyzing financial planning reports, to support those recommendations

·       Customize and sell various types of insurance products and investment services, to businesses and individuals, that best suit the needs of the client

·       Call on clients to deliver and explain policies, strategies and suggest additions or changes

·       Successfully take consumers through the sales cycle 

.       Prepare and participate in all client meetings throughout the pre and post sales cycle

.       Assist in handling client inquiries and service requests

·       Case work and illustrations

·       Assist with the completion and review of applications

Key Traits of a Successful Financial Advisor/Associate Advisor:

·       Highly motivated

·       Excellent client service skills

·       Initiative in business development

·       Elevated level of people skills

·       Entrepreneurial perspective and desire to grow the firm

·       Ability to adhere to rules and regulations as stated and required by the firm

·       Successful time management skills

·       Process driven

·       High level of follow-through

·       Excellent communication skills

·       Strong attention to detail

Salary: $24,000 base pay plus commission grid  

Check Us Out!

Website: https://legacyfinancialnetwork.com

Radio: https://legacyfinancialnetwork.com/media/radio

In the news: https://legacyfinancialnetwork.com/media/in-the-news

If you feel like we would be a good fit, apply now!