Highlight
Summary
About the Role
About You
- Series 65 or Series 66 certification.
- Health Life Insurance Licenses.
- Bachelor's degree.
- Certification or in process of certification in CFP, RICP.
- Experience in leading client review meetings.
- Ability to bring in new clients after proposals.
Benefits
- Advisor Salary
- Qualified Client Appointments
- Health insurance - Waiting period - Full Time Employees Only
- 401k
- Short-Term Disability Insurance
- Accident Insurance
- PTO time
- Qualified Financial Bonuses
- Qualified Bonus Corporate Vacations
At Euclid Financial Services LLC, our mission is to provide the highest quality advice, service and education to our clients, their businesses and families. We pride ourselves in offering a continuum of service and comprehensive financial planning by experienced team oriented financial professionals. We provide our clients the benefit of working with over 65 different insurance companies and over 14,000 stocks, bonds and mutual funds. Specialties: Retirement & Estate Planning including Fund Allocation/Rebalancing, 401(k) Rollover/In-Service, Traditional/Roth IRA Planning, RMD Calculation/Solutions, Medicaid Income Planning, Estate Planning, Trust Funding Solutions and Pension Evaluations. Business Planning including Group Benefits, 401k/403b/457 Administration, SEP/Simple Planning, Buy/Sell Agreement Planning Personal Planning including Life Insurance, LTCi & Disability Insurance, Charitable Gifting Solutions, Cash Flow Planning