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Virtual Financial Advisor

Appreciation Financial

This is a Contract position in Plainsboro, NJ posted November 22, 2021.

Financial services has been my home for over a decade.

Im going on four years as a registered series 65 Financial Advisor and my business has exploded.

Earlier in my career, it was hard for me to get in front of enough prospects.

Prospecting isnt an issue for me any more because of our captive audience with school districts/universities and access to exclusive school districts.

Instead of having to compete with every other advisor working with the top 1%, I work with the overlooked demographic of public servants & middle America.

These relationships allow me to work with spouses, family members, and friends outside of school districts/universities & municipalities.

Our system offers a holistic approach to client care giving me access to other financial professionals including life, annuity, health, and debt specialists who can step in and offer solutions when I cant.

This partnership is mutually beneficial for me, the other agent, and most importantly our client.

Now I never run into the scenario of not being able to provide the solutions my clients need or want.

Working alongside top insurance agents to help build each other’s businesses together with the unified intention of creating long-term client relationships has been a game changer.

This method adds value to the insurance agent’s business by setting the stage to close larger deals with the advisor.

This is the exact approach that laid the foundation for me to pick up $20M in assets, within the middle market, in a 12 month period Yes, you read that right.

Why Us?

Exclusive access to Miami-Dade County Public School System (50k employees) Quality Portfolio Management Streamlined Compliance
– we handle the vast majority of your compliance responsibilities Insurance Agent Referral Network We dont control your indexed annuity business
– if you sell it you keep the commission Access to top insurance carriers for annuity and life insurance needs Build your own advisory shop, earning passive income by bringing on: Other advisors Insurance agents Health agents Debt specialists We are an independent, young, growing firm.

We are not a big old company that moves slow.

For the advisor wanting to blaze his own trail
– were the advisory group to connect with.

Must carry a series 65 license or be able to obtain one.

by Jobble