Ace Financial is seeking a Financial Advisor with an athletic background to join their dynamic team. The role involves engaging with clients to understand their financial needs and providing personalized guidance to help them achieve their financial goals while cultivating a robust network of clients.
Responsibilities
- Engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals
- Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security
- Regularly review and update clients' financial plans and insurance policies to reflect any changes in their circumstances or goals to ensure continuous protection
- Cultivate a robust network of clients through referrals, active community involvement, and professional associations
Skills
- Passion for teamwork and competition
- Strong drive, discipline, and competitive spirit
- Ability to work in a team setting
- Resilience and determination to face challenges
- Goal-oriented mindset
- Strong sense of discipline and time management
- Ability to manage a client portfolio and meet deadlines
- Desire to excel and improve continuously
- Engage with clients to understand their financial needs
- Provide personalized guidance for financial protection and planning
- Design and implement tailored financial strategies
- Regularly review and update clients' financial plans and insurance policies
- Cultivate a robust network of clients through referrals and community involvement
Benefits
- Renewal income earned for continued client support and policy management
- Bonus programs and expense allowances
- Support for insurance & investment licensing
- Certified Financial Planner® licensing support
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
- Flexible work from home options available
Company Overview
Servicing clients in 23 states. It was founded in undefined, and is headquartered in Troy, Michigan, US, with a workforce of 2-10 employees. Its website is https://acefinancial.nm.com.Company H1B Sponsorship
Ace Financial has a track record of offering H1B sponsorships, with 2 in 2025, 1 in 2022. Please note that this does not guarantee sponsorship for this specific role.