Financial Services Advisor

Posted 3 days ago

Description

Are you a seasoned financial advisor with a history of delivering exceptional results and building lasting client relationships, or a driven newcomer eager to break into the industry? If you’re ready to leave behind the limitations of your current firm or career, Cambridge Financial Network provides the ultimate platform to amplify your expertise (or launch your career), design bespoke wealth‑management solutions, and skyrocket your success to new heights.

• Great Earning Potential - Adopt a commission-driven structure with no earning limits, offering you the opportunity to fully unlock your financial potential.
• Own Your Book & Practice - Take charge of client relationships and practice with confidence. We offer the tools and support to empower you to grow and develop your business in a way that aligns with your vision and goals.
• Culture - Excel in a hardworking and team-oriented workplace that fosters lifelong learning and professional growth, all while enjoying a fun, collaborative office culture that inspires creativity and connection.
• Flexibility and Support - Collaborate with our entirely remote team or in‑person team while benefiting from expansive tools and technology, supported by dedicated in‑house teams committed to equipping you with everything you need to thrive.
• Work‑Life Alignment - Achieve the perfect balance between work and life as you cultivate a rewarding career. Enjoy the freedom to align your professional ambitions with personal priorities, shaping your work style in a way that truly suits you.
• Career Advancement means the ability to go from being a brand‑new financial advisor to building your own book of business to leadership roles — all while increasing your income, control, and impact.

• Client Consultation:
  Meet with clients to understand their financial goals, needs, and risk tolerance.
• Financial Planning:
  Develop customized financial plans to achieve long‑term and short‑term objectives.
• Investment Guidance:
  Provide advice on investment options like stocks, bonds, mutual funds, and retirement plans.
• Tax Optimization:
  Advise on strategies to reduce tax liabilities while remaining compliant with tax laws.
• Insurance Planning:
  Recommend appropriate insurance policies to protect clients’ assets and manage risks.
• Relationship Management:
  Build and maintain strong client relationships through regular communication and updates.
• Prospecting: actively identifying and reaching out to potential new clients who may need financial planning, investment advice, insurance, or other financial services. It’s the front‑end of the sales process—
  your lifeblood for generating new business
  .

• Ability to develop and implement customized financial plans tailored to individual client needs.
• Proven track record of building and maintaining strong client relationships through effective communication and trust‑building.
• Expertise in providing investment guidance, including knowledge of stocks, bonds, mutual funds, and retirement plans.
• Ability to advise on tax optimization strategies while ensuring compliance with current tax laws.
• Experience in recommending suitable insurance policies to protect client assets and manage risks.
• Strong prospecting skills to identify and engage potential clients, expanding your network and client base effectively.

$50,000 - $200,000 yearly

Our mission is clear:
To Do Good in our communities and for the families we serve.

For over 175 years
, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities
, we’d love to connect with you.