Company Description Liberty Group is a next-generation financial services firm focused on helping clients build wealth and achieve financial peace of mind. Backed by over 100 years of combined industry management experience, Liberty offers structured development paths, comprehensive training, and ongoing mentorship to support career growth. The organization designs tailored financial plans across investments, insurance, and retirement planning, providing clients with holistic solutions. Liberty aims to create an environment where motivated individuals with a positive attitude can build profitable professional practices and make a meaningful impact.
Role Description The Financial Advisor role at Liberty is a full-time hybrid position , with flexibility for some work from home. In this role, the Financial Advisor will meet with clients to assess their financial needs, develop personalized financial plans, and recommend solutions across investments, insurance, and retirement planning. Daily activities include conducting financial analyses, presenting advisory recommendations, managing client portfolios, and following up regularly to review progress and adjust strategies. The Financial Advisor will also focus on building and maintaining a strong client network, generating new business opportunities, and ensuring compliance with regulatory and company standards. Collaboration with mentors and management to enhance skills and stay current on industry trends is an integral part of the role.
Qualifications
Experienced Financial Advisor (Remote)
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