The Atlantic District

Financial Advisor


Job Overview

Welcome to The Atlantic District, where we believe in building brighter financial futures for our clients right here in Saratoga Springs, New York. We're looking for compassionate and driven individuals to join our team as Financial Advisors. Imagine being part of a firm that truly values personal connection and empowers you to make a real difference in people's lives. We're not just about numbers; we're about understanding dreams and helping people achieve them through smart, tailored financial guidance. If you have a passion for finance, a knack for building relationships, and a desire to grow your career in a supportive environment, you'll find a welcoming home with us. You'll have the opportunity to guide clients through their financial journeys, offering expert advice on investments, retirement planning, and more. Come join us and help shape a secure future for our community!

Salary Range: $200,000.00 - $250,000.00 per year

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Vision Insurance

Tuition Reimbursement

Mon-Fri Schedule

Life Insurance

Flexible Schedule

Disability Insurance

Career Growth Opportunities

Parental Leave

Health Insurance

Dental Insurance

Hands on Training

Retirement Plan

Requirements

Successful completion of FINRA Series 7 and 66 exams (or willingness to obtain).

Valid state insurance licenses (or willingness to obtain).

Bachelor's degree in Finance, Economics, Business, or a related field is preferred.

Demonstrated ability to build and maintain client relationships.

Excellent communication and interpersonal skills.

Strong analytical and problem-solving abilities.

A proactive and goal-oriented mindset.

Responsibilities

Meet with prospective clients to understand their financial goals and current situation.

Develop personalized financial plans, including investment, retirement, and insurance strategies.

Educate clients on financial products and strategies, ensuring they understand their options.

Monitor client portfolios and market trends, making recommendations for adjustments as needed.

Build and nurture long-term relationships with clients through regular communication and exceptional service.

Stay up-to-date on financial regulations, market developments, and new products.

Collaborate with internal teams to provide comprehensive financial solutions.


Remote Type: Hybrid Remote
Job Type: Full-Time
Job Category: Financial Advisor
Location: Saratoga Springs,NY,12866,US

About Us

At District 54, we don’t just recruit insurance agents—we develop future agency owners who build lasting success across all 87 counties of Minnesota. Through personalized coaching, goal setting, and a structured business plan, we help entrepreneurs navigate the transition to agency ownership with confidence. With top-tier training from the University of Farmers®, financial support options, and a proven roadmap to growth, our agents gain the tools to scale their businesses effectively. Whether in bustling cities or small rural towns, D54 is committed to creating wealth, legacy, and lifestyle freedom for every agent who joins our team. From starting line to legacy—let’s build together!

Why Join Us

Join Minnesota Insurance Careers for an energetic and professional journey in the insurance industry. We are dedicated to empowering our team with growth opportunities and a supportive environment. Elevate your career with us and be part of a leading company that values excellence and innovation.

Apply Here


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Phone: 507-216-6285

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