Financial Advisor — Community Impact & 401(k) Match

Modernwoodmen; Oldham; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A financial services organization in the UK seeks dedicated financial representatives to help clients achieve their financial goals. Candidates should possess integrity, leadership skills, and the ability to build long-term relationships. Responsibilities include creating customized financial plans and offering necessary financial tools to members. The role comes with a comprehensive training program and benefits including paid insurance, a retirement plan, and other incentives.

Benefits

Paid medical and dental insurance

401(k) retirement plan with company match

Noncontributory pension plan

Group term life insurance

Expense-paid trips and bonuses

Qualifications

• Passion for bettering members' financial lives.
• Ability to obtain necessary financial licenses.
• Ability to pass a regulatory background check.

Responsibilities

• Help individuals achieve their financial goals.
• Create tailored financial plans for members.
• Provide financial guidance and products.

Skills

Integrity

Leadership skills

Team-oriented

Focus on results

Trustworthiness

Education

Active life insurance license

FINRA securities registration

Series 6 and/or 7 license

Series 63 license

Job description

A financial services organization in the UK seeks dedicated financial representatives to help clients achieve their financial goals. Candidates should possess integrity, leadership skills, and the ability to build long-term relationships. Responsibilities include creating customized financial plans and offering necessary financial tools to members. The role comes with a comprehensive training program and benefits including paid insurance, a retirement plan, and other incentives.