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Financial Advisor
$125,000 - $200,000/Yr
Magellan Financial & Insurance Services - Sacramento, CA
posted 2 months ago
Full-time - Entry Level
Onsite - Sacramento, CA
Insurance Carriers and Related Activities
About the position
As a Financial Advisor at Bulman Wealth, you will be instrumental in guiding clients through their financial planning journey, focusing on retirement goals. This role emphasizes a personalized approach to financial planning, allowing you to make a significant impact on clients' lives without the need for prospecting.
Responsibilities
- Conduct thorough financial assessments using proprietary tools, covering areas such as income, investments, taxes, healthcare, and legacy planning.
- Create and implement customized financial plans tailored to clients' unique retirement goals.
- Leverage the firm's extensive marketing resources-TV, radio, and digital campaigns-to connect with prospective clients.
- Work collaboratively with the team to continuously enhance service quality and improve overall client satisfaction.
Requirements
- Active Life and Health Insurance License.
- Active Series 65 or 66 License.
- Proven sales and communication skills.
- Experience in client-facing roles; prior financial planning experience is a plus.
- Dedication to continuous learning, adaptability, and growth within the team.
- Alignment with Bulman Wealth's commitment to delivering comprehensive financial planning to all clients.
Benefits
- Bonus opportunities
- Commission-based pay
- Health insurance
- 401(k)
- Paid vacation
