Job Details
Join Our Team as a Financial Advisor at Mosley Wealth Management!
Are you an exceptional communicator and proficient financial planner with premier sales and closing abilities? Do you possess a high level of drive and determination to assist people in reaching their financial objectives? If so, Mosley Wealth Management has the ideal opportunity for you!
About Us: Mosley Wealth Management, an independent firm specializing in retirement planning, wealth management, and Registered Investment Advisory, is based in Anaheim, California. Our rapid growth and expansion are fueled by our extensive marketing efforts. We are dedicated to offering comprehensive financial planning and investment management services, primarily to clients who are retired or nearing retirement.
Why Join Us?
- Client-Ready Leads: Focus on what you do best helping clients. We fill your schedule with high-quality prospects.
- Growth Opportunities: Be part of a rapidly expanding firm with endless opportunities for career advancement.
- Comprehensive Training: Learn and develop your skills through our proven financial planning process.
- Supportive Environment: Work with a team that values collaboration, continuous improvement, and excellence.
Role Summary: As a Financial Advisor, you will lead clients through our exclusive financial planning process, create tailored plans, and implement investment and insurance strategies. You will become the trusted advisor that clients depend on to meet their financial objectives and ensure a secure retirement.
Primary Responsibilities:
- Conduct comprehensive financial planning sessions with clients.
- Develop and implement tailored financial plans using fee-based investments, fixed-indexed annuities, and life insurance.
- Build and maintain strong client relationships.
- Educate clients on financial strategies and investment options.
- Meet with prospects generated by our marketing efforts and convert them into long-term clients.
- Stay updated on industry trends and regulatory changes.
Qualifications and Skills:
- Active Life and Health Insurance License.
- Active Series 65 or 66 License.
- Strong sales and closing skills.
- Excellent communication and interpersonal skills.
- Reliable, dependable, and coachable.
- Motivated and driven to succeed.
- Experience in financial planning and client interactions preferred.
What We Offer:
- Competitive compensation and benefits package.
- Access to a steady stream of qualified leads.
- Opportunities for professional development and career growth.
- A dynamic and supportive work environment.
If you have a passion for helping people reach their financial goals and desire to join a team that values your success, apply today and advance your career with Mosley Wealth Management!
This job is not accepting remote applicants. Mosley Wealth Management is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.