About us
Abich Financial Services is a leading fiduciary financial planning firm that specializes in phase 2 retirement planning. We've been recognized as the #1 planning firm in the county for the last 6 years in a row by Best of Loudoun/Loudoun Times Mirror. For the past two years, we have been placed on the Inc. 5000 list, a distinction awarded to the 5,000 fastest-growing private companies in the United States.
Our Mission
We help people retire with dignity and confidence.
Responsibilities:
- Serve primary point of contact for clients to provide comprehensive financial planning services and personalized advice tailored to their individual needs
- Manage client assets and provide ongoing portfolio management and investment advice
- Recommend life insurance and annuity products to clients when appropriate
- Collaborate with other team members to develop and implement comprehensive financial plans that help clients achieve their retirement income goals
- Deliver educational presentations and write newsletters to educate clients on financial planning topics
- Stay up-to-date on industry trends and regulations, and maintain compliance with all relevant laws and regulations
Requirements:
- Series 65 and Life & Annuity licenses are required
- CFP Designation is a bonus
- At least 5 years of insurance/annuity sales and asset management
- Bachelor's degree
- Strong communication, interpersonal, and problem-solving skills
- Proven ability to collaborate and build effective relationships with clients and colleagues
- Knowledge of financial planning software and tools
- High ethical standards and a commitment to acting in the best interests of clients
We offer a competitive compensation package, including base salary and performance-based bonuses, as well as a comprehensive benefits package that includes health insurance, retirement savings, and paid time off. Our advisors have the option to transition to a commission structure after pre-determined milestones are hit.
If you are a dedicated and experienced Financial Advisor who is committed to helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter for consideration.
Benefits
- Quarterly Awards and Recognition
- 401(k) Plan with up to 4% Employer Match
- 15 Days of Paid Time Off
- 9 Paid Holidays
- Dental Insurance
- Health Insurance
- Vision Insurance
- HSA & FSA Options
- Company Paid Life Insurance & Disability
- Paid Parental Leave
- Mental Health Resources and Employee Assistance Program (EAP)
- Tuition Reimbursement for Job Related Continuing Education
Job Type: Full-time
Pay: $100,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Vision insurance
Compensation package:
Weekly schedule:
- Monday to Friday
- No weekends
Work setting:
Application Question(s):
- Abich Financial has employees and staff with severe chemical sensitivity, so we maintain a fragrance-free office. Would you feel comfortable working in this environment?
Education:
Experience:
- Financial planning: 3 years (Required)
License/Certification:
- CFP (Preferred)
- Life Insurance License (Required)
Work Location: In person