Job Title: Financial Advisor
Company: Cambridge Financial Network
Location: South Jordan, Utah
We are experiencing significant growth and are seeking highly motivated and experienced Financial Advisors to join our dynamic team. Are you a driven financial Advisor? with a passion for helping others achieve their financial goals? If so, we want to hear from you! Whether you are local to the metro Salt Lake area or building your practice in a remote city or town we would invite you to hear how we may be able to help you with your practice regardless of what stage you are in. Brand new to the industry and looking to get to the next level, or looking to transition your practice? We have the tools to help regardless of where you are.
Position Summary:
We are seeking a highly motivated and results-oriented Financial Advisor to join our team in South Jordan, Utah. In this role, you will provide comprehensive financial planning and guidance to clients, with a strong focus on life insurance solutions. You will build strong client relationships, conduct in-depth needs analyses, and develop personalized financial strategies that address a wide range of client objectives.
Responsibilities:
- Conduct comprehensive financial needs assessments with prospective clients, covering areas such as life insurance, retirement planning, estate planning, and investment strategies.
- Educate clients on various life insurance products, including term life, whole life, universal life, and other relevant options.
- Develop and present personalized financial plans that address clients’ unique needs and financial goals.
- Build and maintain strong client relationships through ongoing communication and exceptional service.
- Generate leads and cultivate new business opportunities.
- Stay informed about industry trends, regulations, and product updates.
- Comply with all relevant insurance regulations and company policies.
- Participate in ongoing professional development activities to enhance your knowledge and skills.
Qualifications:
-
Required:
- Excellent communication, interpersonal, and presentation skills
- Strong analytical and problem-solving abilities
- Proactive and results-oriented with a strong work ethic
- A strong desire to help clients achieve their financial goals
- Active Life Insurance License(s) (or willingness to obtain)
- Series 63 & 65 or series 66 (or willingness to obtain)
Preferred (but not required):
- Experience in the financial services industry
- Sales experience
- Bachelor’s degree in economics, Finance, Business, or a related field
Schedule:
- Full-time
Payment:
- Commission-based with bonuses
Benefits:
- Competitive Compensation
- Comprehensive health insurance (medical, dental, vision)
- 401(k)
- Professional development opportunities
- Career advancement
- Great Work Environment
- Yearly Incentives
- FICA Contributions
- Awards and Recognition
To Apply:
Please submit your resume and a cover letter to zach@cambridgefn.com
Equal Opportunity Employer
Disclaimer: This job description is intended to provide a general overview of the position and does not include all duties and responsibilities.
Securities and investment advisory services are offered solely through registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA? SIPC, 10813 S. River Front Parkway, Suite 575, South Jordan, UT 84095, 801-666-6090. Cambridge Financial Network is independent of ESI.
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