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Financial Advisor/Wealth Management/Insurance Agent
Are you interested in helping others plan for a secure retirement and protect their families? Consider a rewarding career as a financial professional with RBM Wealth Management Group. People seek your advice on their financial journeys and look for confidence in your expertise. The need to feel safe and secure drives us to succeed. As a financial professional, you will help individuals make informed decisions, ensuring a bright financial future for their families.
Join us to make a positive impact on the lives of others! Become a financial professional at RBM Wealth Management Group and make a difference! People need your guidance for retirement planning and family protection. You will help them navigate their financial choices and build a better future. Be part of our mission to offer security and reassurance!
As a financial advisor or Insurance Agent, your responsibilities will include:
· Expanding your client base by establishing new connections, maintaining a robust referral network, and delivering an excellent client experience
· Creating personalized, comprehensive financial plans that are tailored to each client's unique needs
· Managing your clients' financial plans to help them achieve their goals
· Building and nurturing relationships with clients to support them through every stage of life
Characteristics of a Successful Financial Advisor or Insurance Agent:
· Strong communication skills and ability to take initiative
· Ability to work independently and as part of a team
· A passion for learning and embracing challenges, along with a determination to succeed
· Proficient in building and maintaining long-term relationships
· Adaptable in seeking the right solutions for clients based on new information
· Comfortable with critical thinking
· Enthusiastic about exploring new opportunities
Must be self-motivated and driven, having a long-term outlook to want to build your own business
Candidate Qualifications:
- Experience in financial services preferred
- State insurance licenses preferred
- Additional investment licenses preferred
- Additional professional designations preferred
- Financial analysis, financial planning, and investment advisory skills
- Experience with portfolio management and portfolio monitoring
- Proficient in research of financial products, market trends, and economic conditions
- Excellent client relationship and communication skills
- Ability to develop and present customized financial plans
- Experience in using financial planning software and tools
Remote work possible
Securities and Advisory Services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
LPL Financial Form CRS www.lpl.com/CRS
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Representatives are currently licensed for Advisory Business: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, IS, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY
For Brokerage Business: AL, CA, CO, DC, FL, GA, ID, IL, MA, MD, MS, NC, NV, NY, OH, OK, SC, TX, VA
For Insurance & Annuities: AK, AL, CA, CT, DC, FL, GA, MA, MD, NC, OH, OK, SC, VA , TX
Talk with your representative on additional states not listed.
