Internal Financial Advisor Position Available In St. Johns, Florida

Internal Financial Advisor
Employer
ValuTeachers
Location
Ponte Vedra, Florida, US
Salary
Competitive
Closing date
May 29, 2025 Apply on website

Benefits:

Opportunity for advancement
Training & development
Paid time off

Qualifications:

• Bachelor’s degree in a business-related field or equivalent professional experience.
• Registered Representative with experience working defined contribution plans, 403(b), 457, and 401 (a) preferred.
• Securities registrations – Series 6, Series 63, or obtain within a specific time frame.
• Life and Health Licenses
• Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents.
• Customer service, interpersonal and listening skills are a must to communicate with clients effectively.
• Written/verbal communication and presentation skills to provide information via phone, email, and video.
• Knowledge of CRM and digital financial advice platforms.
• Wants to sustain a long-term relationship with clients and the markets we serve. . Fluent in Spanish a plus. At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including:
• A proven template system
• Ongoing mentorship from the executive team
• Technology and systems to enable you to manage clients’ financial information and plans efficiently
• Turnkey marketing services
• Office/call center environment
• Competitive base salary + commissions Securities offered through GLP Investment Services, LLC, Farmington Hills, MI 48331, (248) 489-0101, Member

FINRA/SIPC

Compensation:

$100,000.00 – $150,000.00 per year ValuTeachers Established by a former educator, ValuTeachers is a team of Retirement Specialists who aim to help school employees retire with financial dignity. ValuTeachers was founded on the principle that “Education is not preparation for life; Education is life itself” (John Dewey). Our Retirement Specialists service school systems nationally with 403(b)/IRA/457 plans. ValuTeachers started as a different kind of retirement company. The founder and President worked as a school teacher and a college professor, teaching our future leaders. After leaving education, they discovered teachers and school employees were taking home less than $2,000 per month from their state pension plan, after thirty years of service. They were outraged that teachers and education professionals were left with so little after working so hard. This visionary set out to build a company that would educate every school employee on planning for their retirement-recognizing that teachers and school employees professionally are undervalued.

Company Website: