Magellan Financial & Insurance Services, Inc.
Financial Advisor
Magellan Financial & Insurance Services, Inc., Sacramento, California, United States, 95828
Company Overview: Exceptional Mentorship at Bulman WealthWith offices in Roseville and Temecula, California,
Bulman Wealth
stands as a leader in financial planning and wealth management. We are committed to guiding clients through every stage of their financial journey, offering a full suite of services that includes income strategies, wealth management, annuities, investments, and insurance solutions. Our personalized approach ensures that every client receives expert guidance and tailored resources to meet their financial goals.Position Overview: Financial Advisor (No Prospecting Required)As a Financial Advisor at
Bulman Wealth , you will play a crucial role in helping clients shape their financial futures. Youll lead them through a comprehensive and personalized financial planning process focused on retirement goals. This opportunity is perfect for someone passionate about financial planning and eager to make a significant difference in clients' lives.Primary Responsibilities:Conduct thorough financial assessments using proprietary tools, covering areas such as income, investments, taxes, healthcare, and legacy planning.Create and implement customized financial plans tailored to clients' unique retirement goals.Leverage the firms extensive marketing resourcesTV, radio, and digital campaignsto connect with prospective clients.Work collaboratively with the team to continuously enhance service quality and improve overall client satisfaction.Qualifications & Skills:Active Life and Health Insurance License.Active Series 65 or 66 License.Proven sales and communication skills.Experience in client-facing roles; prior financial planning experience is a plus.Dedication to continuous learning, adaptability, and growth within the team.Alignment with Bulman Wealths commitment to delivering comprehensive financial planning to all clients.Salary:
$125,000 - $200,000 base salary plus commissions.Compensation Package:Bonus opportunitiesCommission-based payHealth insurance401(k)Paid vacationAdditional Information:
This is an on-site position and is not eligible for remote work.Join
Bulman Wealth
and become part of a team where your expertise will help clients achieve lasting financial security while advancing your career growth.
Bulman Wealth
stands as a leader in financial planning and wealth management. We are committed to guiding clients through every stage of their financial journey, offering a full suite of services that includes income strategies, wealth management, annuities, investments, and insurance solutions. Our personalized approach ensures that every client receives expert guidance and tailored resources to meet their financial goals.Position Overview: Financial Advisor (No Prospecting Required)As a Financial Advisor at
Bulman Wealth , you will play a crucial role in helping clients shape their financial futures. Youll lead them through a comprehensive and personalized financial planning process focused on retirement goals. This opportunity is perfect for someone passionate about financial planning and eager to make a significant difference in clients' lives.Primary Responsibilities:Conduct thorough financial assessments using proprietary tools, covering areas such as income, investments, taxes, healthcare, and legacy planning.Create and implement customized financial plans tailored to clients' unique retirement goals.Leverage the firms extensive marketing resourcesTV, radio, and digital campaignsto connect with prospective clients.Work collaboratively with the team to continuously enhance service quality and improve overall client satisfaction.Qualifications & Skills:Active Life and Health Insurance License.Active Series 65 or 66 License.Proven sales and communication skills.Experience in client-facing roles; prior financial planning experience is a plus.Dedication to continuous learning, adaptability, and growth within the team.Alignment with Bulman Wealths commitment to delivering comprehensive financial planning to all clients.Salary:
$125,000 - $200,000 base salary plus commissions.Compensation Package:Bonus opportunitiesCommission-based payHealth insurance401(k)Paid vacationAdditional Information:
This is an on-site position and is not eligible for remote work.Join
Bulman Wealth
and become part of a team where your expertise will help clients achieve lasting financial security while advancing your career growth.