Magellan Financial & Insurance Services, Inc.

Financial Advisor (Be Our Lead Advisor in Fort Worth!)

FORT WORTH, TXPosted 22 days ago

Job summary

  • Job post source

    This job is directly from Retire Simply, a company under Magellan Financial & Insurance Services, Inc.

  • Job overview

    The Financial Advisor role at Retire Simply in Fort Worth involves guiding clients through retirement and financial planning to help them retire confidently and achieve their financial goals.

  • Responsibilities and impact

    The advisor will lead financial planning meetings, build long-term client relationships, use proven financial tools, follow a structured process, and focus on making a positive impact on clients' financial futures.

  • Compensation and benefits

    The compensation includes an $80,000 to $90,000 base salary plus commissions and bonuses, with no prospecting required as marketing is handled by the company.

  • Experience and skills

    Candidates must have an active Life and Health Insurance License, Series 65 or 66 License, strong sales and closing skills, excellent communication with clients aged 50-75, a coachable mindset, and preferably prior financial or retirement planning client experience.

  • Career development

    The company invests in employee growth by providing proven processes and tools for continuous improvement and professional development.

  • Work environment and culture

    Retire Simply values diversity and inclusion, fostering an environment where employees can grow and make a meaningful impact, with a focus on teamwork and client-centered service.

  • Company information

    Retire Simply specializes in tailored financial planning to help clients retire confidently, supported by a strong marketing operation and part of Magellan Financial & Insurance Services, Inc.

  • Job location and travel

    This position is based in Fort Worth, TX, and does not offer remote work options.

  • Unique job features

    The role stands out by requiring no prospecting, allowing the advisor to focus solely on client financial planning using a proven, step-by-step system and comprehensive tools.

Company overview

Magellan Financial & Insurance Services, Inc. specializes in providing comprehensive financial planning and insurance solutions. They generate revenue through personalized financial advisory services, insurance products, and investment management. Founded in 1998, the company has built a reputation for tailored client strategies and a commitment to long-term financial health. They focus on integrating financial planning with risk management to offer holistic solutions for individuals and businesses.

How to land this job

  • Tailor your resume to highlight your active Life and Health Insurance License and Series 65 or 66 License prominently, as these are essential qualifications for the Financial Advisor role at Magellan Financial & Insurance Services, Inc.

  • Emphasize your strong sales and closing skills along with your ability to communicate effectively with clients aged 50-75, showcasing your experience in financial or retirement planning to align with the job's client-focused approach.

  • Apply through multiple platforms including Magellan Financial & Insurance Services, Inc.'s corporate careers page and LinkedIn to maximize your application visibility and increase your chances of landing the position.

  • Connect with current Financial Advisors or team members in the Fort Worth division on LinkedIn; use ice breakers like commenting on their recent client success stories, asking about their experience with the company’s proprietary planning process, or expressing enthusiasm about the company’s no-prospecting marketing model.

  • Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'retirement planning,' 'fee-based investments,' 'fixed-indexed annuities,' and 'client relationship management' to ensure your resume passes initial automated screenings.

  • Leverage Jennie Johnson's Power Apply feature to automate tailored resume submissions, identify multiple application portals, and find relevant LinkedIn contacts to network with, allowing you to focus your time on preparation and interviews.

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