Financial Analyst

ABMM is currently looking to add motivated Independent Financial Advisors to work in the public sector retirement planning markets.

Do you fall into either one of these categories?

Career Firm Financial Advisor

• Branch system of management
• Excessive operating costs
• Proprietary product sales quotas
• Personal success hindered by compensation limitations

Independent Financial Advisor

• Freedom but lacking organization/structure
• Need for marketing and business development opportunities
• Limited support regardless of level of production

For many individuals, succeeding at a career in financial services is difficult because they do not have a natural market to work in. Often the hardest part of the job is client acquisition; meeting people that you can work with to build a practice. At ABMM, we offer financial advisors a unique opportunity to work in the Public School K-12 403(b) and 457 retirement planning marketplace, giving you an opportunity to meet potential clients who have a genuine need for your services. As a part of our growing team, you will have the opportunity to build a career in this industry while at the same time, making a difference in the lives of those who work in the service of others.

If you’re looking for opportunities that are truly unique, ABMM is ready to invest in you and help grow your career! Our commitment is to help you grow your business, because when you succeed, we succeed.

What We Offer Our Independent Financial Advisors

• A warm pool of prospects and potential clients
• Training for the 403(b) and 457 marketplace
• National and local affiliations with industry associations
• Technology platform that integrates with your client management database and planning software to help you effectively be run your business

ABMM's Four Pillars of Support Crucial to Your Success

• Transition and Ongoing Business Operations
• Marketing Your Practice
• Business Development/Client Acquisition
• Advanced Markets Services

Independent Financial Advisor Responsibilities

• Prospect within public school market place for new clients
• Assist school district employees with the education and enrollment in the voluntary retirement benefit plans (403(b) and 457)
• Provide and implement additional investment planning and risk management strategies based upon client fact find and analysis
• Conduct existing client account reviews.
• Build a successful client base through face-to-face prospecting and referrals

About ABMM

Founded in 2014, ABMM is an independent financial services organization founded on 90 years of experience. Our goal is to change the old paradigm of financial services by bridging the gap between the career firm and the independent financial advisor. We specialize in providing flexible, forward-thinking retirement and money management strategies for public school, non-profit and governmental employees.

Securities and Advisory Services offered through GWN Securities, Inc . a Registered Investment Advisor. Member FINRA /SIPC.11440 N Jog Road, Palm Beach Gardens, FL 33418 | (561) 472-2700. ABMM Financial & GWN Securities, Inc. are non-affiliated companies.

Job Type: Commission

Required licenses or certifications:

• Life Insurance license
• FINRA Series 66 or Series 65
• FINRA Series 63
• FINRA Series 7 or Series 6