Financial Advisor - Remote (Pennsylvania)

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter. Our Newest Opportunity:  Summary:   This position plays a crucial role in evaluating clients and prospects, understanding their financial needs, and   providing   tailored advice to help them achieve their financial goals. This role involves a mix of client interactions, financial analysis, and sales strategy.   In addition, th is position   will support business development efforts including events, campaigns, prospect meetings, and proposals.   The role leverages   expertise   in financial planning, investments, and retirement solutions to cultivate and   maintain   client relationships through referrals, educational workshops, and participant meetings. It fosters trusted relationships, comprehensive wealth management strategies, and exceptional client service.   Essential Duties and Responsibilities (includes but is not limited to):   Develop and Manage Client Relationships:   Build trust with clients by understanding their financial needs, goals, and risk tolerance.   Develop and present customized financial plans, collaborating with internal teams as needed.   Deliver an exceptional client experience through ongoing communication and service.   Meet with   clients regularly to review progress and ensure investment alignment with evolving needs.   Wealth Management Expertise:   Advise clients on a full spectrum of wealth management strategies, including asset allocation, investment management, and estate planning.   Serve as a resource for clients with complex financial planning needs and retirement plan considerations.   Stay informed on best investment solutions to present to clients.   Prospect Development and Business Growth:   Develop leads through various channels   including :   utilizing OneD igital’s   Workplace to Wealth strategy to engage   existing plan clients, educational events, networking, and referrals.   Convert   leads   into   wealth management clients by effectively advancing them through the sales pipeline.   Collaborate with the service   team on client   onboarding and ongoing service activities.   Support business development efforts through events, campaigns, and   prospect   meetings.   Document client interactions and lead generation activities using the CRM system.   Generate revenue through successful sales activities.   Qualifications,   Skills   and Requirements:   Proven   track record   of exceeding sales goals .   Strong understanding of financial planning principles, investment strategies, and relevant regulations.   Excellent communication, presentation, and interpersonal skills .   Ability to work and make decisions independently .   Proficiency   with Microsoft Office Suite (Word, Excel, and PowerPoint) .   Demonstrated discipline   maintaining   sales pipeline   and client   information in a CRM, Salesforce preferred .   Experience with financial planning software,   MoneyGuidePro   preferred.   Proven success with multi-tasking and managing priorities effectively .   Ability to adapt to a rapidly changing business and technology environment .   Continual learner mentality, able to adopt   new solutions   and interpret the impact of new laws for prospective clients .   Must be able to   maintain   confidentiality of   highly sensitive   client information, including personnel and financial data.     Regular and predictable attendance is   required .   Business travel up to 25% .   Must be licensed to allow registration as an IAR of OneDigital Investment Advisors   Education, Training and Experience:   Bachelor's degree in Business ,   Economics,   Finance, or   a related   field (preferred), or relevant experience in retirement plan sales.   Must   possess   a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire.  CFP or desired to obtain is preferred. 2 +   years of   financial advisory   experience   required   2 – 5 years of industry related   sales   experience preferred   Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We als