Primerica · 1 day ago
Financial Advisor
United States
Full-time
Remote
Mid LevelPrimerica is a prominent provider of financial products and services in North America, and they are seeking a Financial Advisor to engage with clients and provide financial planning services. The role involves assessing clients' financial goals, developing strategies, and offering guidance on retirement planning and investments while maintaining regular communication.
ConsultingFinancial ServicesInsuranceLife Insurance
Hiring Manager
Kimberly Haught
Responsibilities
Engage with clients to provide financial planning services
Assess their financial goals
Develop strategies for achieving them
Offer guidance on retirement planning, investments, and other financial products
Maintain regular communication to ensure clients’ financial plans remain aligned with their needs and objectives
Participate in ongoing professional development to stay updated on the latest financial trends and regulations
Qualification
Required
Knowledge and experience in Financial Planning and Finance
Expertise in Retirement Planning and Investments
Proficiency in providing Financial Advisory services
Strong analytical, problem-solving, and decision-making skills
Exceptional interpersonal and communication skills to build client relationships
Ability to work independently and effectively in a remote setting
Preferred
Relevant certifications or licenses in financial advising or planning (e.g., CFP, Series 7)
Bachelor's degree in Finance, Economics, Business Administration, or a related field
Company
Primerica
Primerica is a financial services company that offers financial education, products, and services to their clients.
Founded in 1977
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2010-04-01IPO
Leadership Team
Glenn J. Williams
Chief Executive Officer
Tracy Tan
Executive Vice President / Chief Financial Officer
Recent News
2026-01-07
2025-11-20
MarketScreener
2025-11-20
Company data provided by crunchbase