Financial Planner

• Compensation : BaseCommission. Ontarget earnings up to $200000. Unlimited earningpotential!
• Location : St. Louis MO(Onsite work required).
• WorkHours : Business Hours Monday Friday plusavailability for leading evening seminars or meeting withclientele.
• JobType : Fulltime W2 position.
• Benefits :
• Health Insurance 50% employer coverage
• Dental Insurance
• VisionInsurance
• 401(k) with 3% match
• Paid vacation / PTO
• All leads areprovided and seminars are filled for you!
• Handson comprehensive training and development
• Administrative support with a dedicated Account Manager(AM)
• Flexible worklife balance
• All overhead costs covered by FTA (marketing officeexpenses admin support setting up seminars etc.)
• Familyoriented environment

Retirement FinancialAdvisor :

We are seekingexceptional individuals with a strong focus on sales to join ourfirm as Financial Advisors (FA) (FinancialPlanners) .

This is a toptier position for motivatedFAs who possess outstanding sales skills and a drive for success.We are looking for salesoriented individuals who thrive on workingwith HighQuality Prospects (HQP) and delivering exceptionalfinancial services.

• Opportunity towork with a firm known for its exceptional marketing strategies andconsistent lead generation.
• Daily exposure toHighQuality Prospects (HQP) resulting in a consistent flow ofpotential clients.
• Flexible schedule with theability to take time off including part of Fridays to maintainworklife balance.
• Competitive compensationpackage based on performance with top performers earning over $1Min W2 income.
• Team environment with adedicated Account Manager (AM) to support the volume and details ofyour activity.

Retirement Financial AdvisorResponsibilities :

• Meet with HQPs understand their financial needs andretirement goals and convert them into HighQuality Clients(HQC).
• Lead educational seminars withpotential clients (filled through FTAs marketing efforts) tointroduce our services aiming to inform and invite them forpersonalized advisement meetings.
• Employ yourpublic speaking prowess to effectively educate clients about themost suitable service options.
• Serve HQCs byproviding personalized financial solutions and maintaining strongclient relationships.
• Dedicate 80% of workingtime to sales activities including prospecting client meetings andrelationship building.
• Ensure less than 20% ofworking time is spent on administrative tasks such as writing plansor consulting with the team.
• Lead a teaminitially including an Account Manager (AM) who manages paperworkasset transfers and assists with plan preparation.

As the FAs bookof business expands collaborate with a Junior Planner (JP) tohandle reviews and smaller clients allowing the FA to focus onlarger opportunities.

• Oversee client issuesand provide guidance to the team to ensure exceptional clientservice.
• Teach a college course designed toattract and engage HQPs.

Retirement Financial AdvisorRequirements :

• ActiveState Life and Health License is a must.
• Musthold an active Series 65 or 66 (or willingness to take and pass theSeries 65 test within 30 days of employment).
• Prior experience in wealth or financial planning advisingor life and / or annuity sales.
• Strong abilityto identify and engage with HighQuality Prospects (HQP) withinvestable assets ranging from $500k to $5M.
• Selfmotivated and driven to exceed sales targets and earnsubstantial income (W2 on target earnings Year 1 : $135000 Year 2 : $200000 Senior Advisors earn of $400k $1M based onperformance).
• Exceptional communication andinterpersonal skills to build rapport with clients and establishlongterm relationships.
• Ability to workflexible hours including 2 4 evenings per week to accommodateclient availability.
• Demonstrated ability tolead and manage a team ensuring efficient collaboration anddelivering outstanding results.
• Willingness tocontinuously learn about financial products and industry trends toprovide uptodate advice to clients.

Why Join Financial& Tax Architects :

Ourunderlying retirement planning philosophy is Losses Hurt You Morethan Gains Help You.

As we approach our 30thyear in business at Financial & Tax Architects LLC were notjust a company were a united team with a transformative purpose.

Wehave helped thousands of clients achieve the retirement they haveearned across the country. Guided by the vision of Your RetirementProfessor Scott Brooks our focus is empowering clients withlifelong financial security.

With our immersive educationalapproach fiduciary commitment and innovative investment strategiesyoull become part of a group shaping the future of retirementsolutions.

Our goalbased financial planning process is designed tohelp our clients obtain the income they need to meet theirretirement vision.

Come contribute to impactfulchange cultivate personal and professional growth and align with ateam built on the Core Values of Compassion Dependability PrideGrowth and Candor.

Candidates with experience in these rolesare great fits for this job :

• Wealth Advisor Financial Planner Life Insurance SalesLife Insurance Planner Fiduciary IAR Representative AnnuitySalesperson and more
• Job Type : Fulltime
• Compensation : W2 Earnings : Year 1 : $135000 Year 2 : $200000 Senior Advisors earn of $400k>

$1M based on performance.