Financial Independence Group, Inc.

Financial Advisor

Charlotte, NC

We (Financial Independence Group) are on of nation’s largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in 49 states.  For over 40 years we have taken our family-based culture to our advisors emphasizing a customer-first approach to deliver unmatched results. We believe in strong personal relationships and understand that advisors want to remain independent without feeling isolated. 

FINANCIAL ADVISOR | CHARLOTTE, NC

We have opporunities in both Charlotte and Winston Salem, NC!

One of our clients is in search of a Financial Advisor in the Charlotte & Winston Salem, NC area.  The Financial Advisor will learn under and partner with one of FIG’s highest producing advisor firm Principle. As part of the advisory and planning team, you will develop and deliver customized financial solutions to over 200 clients.

At FIG, an advisor has a team of specialized marketers to contact, as well as a support staff available to answer any question and to follow up on the advisor’s business. 

RESPONSIBILITIES

  • Manage and deliver retirement solutions for clients based on Annuity, Life Insurance, and Long-Term Care products.
  • Continuously review and assess client retirement income needs and goals.
  • Recommend best-in-class investment products to maximize client returns and in best interest of each client individually.
  • Prospect, present, and close new opportunities within specific geographic and demographics per firm charter.
  • Maintain accurate and timely records for client, account, and regulatory details.
  • Design and attend firm events. 

EXPERIENCE & BACKGROUND

  • Bachelor’s degree or at least five years of experience in different areas of the financial industry
  • Five year’s hands on experience in banking, insurance products, and securities (investments)
  • FINRA series 65
  • State life, health, and variable annuity license preferred
Financial Independence Group, Inc.

Tom Lamendola

Director of Business Development
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