About Us: Lang Financial believes in empowering people to achieve their goals and live their dreams. Our company is dedicated to providing innovative financial solutions and guidance to our clients. With a commitment to excellence and integrity, we help individuals and businesses navigate their financial journeys. Our team is driven by core values of servant leadership, grit, continuous improvement, and fun, aiming to make a lasting impact in our community.
Role Overview: The Junior Advisor role is ideal for candidates interested in business development and eager to work within a team setting. This position offers a unique opportunity to join Lang Financial and receive a competitive salary, transaction-related compensation, bonuses, and comprehensive employee benefits, including retirement options.
Overall Function: This is a business-development-focused role, allowing candidates to contribute significantly to our practice’s growth. Junior Advisors will be responsible for acquiring and developing client relationships while working collaboratively with our team.

QUALIFICATIONS:

Required Licensing:

• Life & Health Insurance License.
• Securities Registered: SIE, Series 63, and Series 7 required.

Ideal Designations:

• CLU®, ChFC®, CLTC®, or CFP®.

Education & Experience:

• 4-year degree in business or related field preferred.
• Relevant financial services industry experience.
• Demonstrated ability to generate qualified leads independently.
• Experience in sales, client services, or client-facing roles.

Skills:

• Strong interpersonal and communication skills.
• Ability to build effective working relationships with clients.
• Critical thinking and problem-solving.
• Willingness to learn and collaborate.

Job Type: Full-time
Pay: $60,000.00 - $120,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In perso

Developing Client Relationships:

• Present plans and recommendations to clients.
• Build and manage client relationships.
• Create updated plans and product recommendations.
• Service new and existing clients.

Acquiring Clients:

• Attract and pursue new clients.
• Elicit referrals from existing clients.
• Adapt to change and work in a fast-paced environment.
• Work independently and as part of a team.
• Maintain confidentiality.