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A Career that Fits Your World

Looking for a new career path?

If you are seeking a career change and would like to create your own financial goals by assisting others to attain theirs, then becoming a Financial Advisor might be the right move for you.

Job Description:

  • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
  • Provide information/education to clients about the purpose and details of financial products, services and strategies.
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
  • Contact clients periodically to determine if there have been changes in their financial status.
  • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand the highest quality service
  • Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a suitable financial strategy.

You don’t need to have a finance or economics degree to be a successful financial professional. Our top performers come from sales, management, accounting, banking, brokerage and law backgrounds just to name a few. Training is a process not an event, whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.

Job Requirements:

  • Solid professional experience with a proven track record of exceeding goals
  • Strong desire to succeed
  • Excellent communication skills, both written and verbal
  • An intelligent, driven, self-motivated and energetic individual
  • Ability to cold call and network
  • LLQP

As a financial professional, you’ll be part of a recognized, respected company that offers:

  • High earnings potential and comprehensive benefits
  • Training, support and hands-on management
  • Advancement/management opportunities

Our work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are looking for a career, not just a job, then this is the place for you.

Click HERE to Apply!



Sourabh Chadha

Financial Security Advisor