Company Description
Futurity Retirement Advisors offers asset management and financial planning services to pre-retirees and retirees. In addition, our firm has access to a complete line of insurance products, allowing us to provide a full-service experience to our clients. We are a boutique investment advisory firm with full support and supervision from our home office, Sequent Planning, based in Omaha, Nebraska.
We are looking for the right candidate who holds a Series 65 license or is with a broker-dealer and desires to become a registered investment advisor with a fiduciary status.
The position would include a salary or hourly wage to allow the candidate to establish a clientele base. Full support and training provided. We work in a family setting, and having the right individual in the position is necessary.
What Makes This Position Unique:
Fun environment.
No cold calling.
Unlimited growth potential.
Training from one of the top producers in the nation.
Company award trips and bonuses.
You own your book, no non-compete agreement.
Qualifications
1. Financial Planning and Finance skills.
2. Expertise in Investments and Investment Strategies.
3. Strong Customer Service skills and the ability to relate to others.
4. Ability to analyze and interpret financial information.
5. Sales ability and excellent communication skills.
6. Series 65 license or securities licenses.
7. Bachelor’s degree in finance, Economics, Business, or a related field is desired but not required.
8. The ability to multitask and self-manage.
9. Technical abilities and software operation skills.
Role Description
This is a full-time on-site role for a Registered Investment Advisor in Medford, OR. You would be financial planning, recommending investments, developing investment strategies, managing assets, and providing top-notch customer service to clients. Support role for one of the top advisors in the nation who is at capacity.
