Financial Advisor
Axios Capital - york, PA
Apply NowJob Description
Unlock Your Potential with Axios CapitalAre you a driven financial professional seeking to elevate your career? Axios Capital is looking for an experienced Financial Advisor to join our dynamic team and play a vital role in transforming clients' financial futures. Our approach stands out"”we prioritize education and strategy over sales, ensuring our clients receive customized, concept-based solutions tailored to their unique needs.Why Join Axios Capital?Work exclusively with warm, pre-qualified leads, including clients prepared to invest assets.Thrive in a firm that emphasizes face-to-face client relationships in the South Jordan area.Earn an attractive commission-based income with an 8020 revenue split on life insurance business.Benefit from comprehensive support: we provide leads, training, and marketing to fuel your success.Build a future with a firm that values your independence while offering the resources to grow.Your Impact Financial Planning Excellence:Meet with pre-qualified clients to develop personalized, tax-efficient retirement strategies.Educate clients on their financial picture, focusing on solutions such as Roth conversions, Indexed Universal Life (IUL) policies, and annuities.Collaborate with CPAs, estate planners, and financial experts to craft holistic financial plans.Client Acquisition & Relationship Building:Convert warm leads into lifelong clients by presenting tailored financial strategies.Leverage our radio show and marketing campaigns to expand your book of business.Foster long-term relationships, providing ongoing financial guidance as client needs evolve.Asset Management & Implementation:Partner with the firm to deliver top-tier asset management solutions.Transition client investments seamlessly and implement life insurance, annuities, and other strategic products.Stay ahead with expertise in investment vehicles, tax laws, and retirement planning tools.Empowered Learning & Growth:Master Axios Capital's concept-based planning approach through hands-on training.Collaborate with firm leadership to refine client engagement techniques.Participate in case study reviews and strategy sessions to enhance your advisory skills.Your Qualifications Required:2+ years in financial advising, insurance sales, or asset management.Securities licenses (Series 65 or equivalent) and active Life & Health insurance license.Proven track record of converting prospects into loyal clients.Deep understanding of life insurance, annuities, and retirement planning.Self-motivated with the ability to manage an independent schedule.Outstanding communication and client-centric relationship skills.Preferred:Expertise in Roth conversions, IUL policies, and tax-efficient retirement strategies.Experience working with pre-qualified leads and high-net-worth clients.Collaboration experience with CPAs and tax professionals.About Axios Capital At Axios Capital, we are redefining financial advising. Our mission is to empower clients with knowledge and strategic solutions that secure their financial future. We specialize in tax-efficient retirement strategies and believe that lasting success is built on trust, education, and face-to-face relationships.Join Us If you are passionate about helping clients achieve financial freedom and want to thrive in a supportive, growth-oriented environment, Axios Capital is the place for you. Take the next step in your career and build your legacy with us.Apply Today!
Created: 2025-02-21