Broker Check

Consider a Career as a Financial Advisor

Why work with us?

SB Financial values, above all, positive client experience. Our mission is to educate consumers on their financial options and to help them make informed decisions. We recognize that retirement accounts and financial plans are not abstract collections of money, but rather important tools that help a consumer achieve a life’s reward or realize a life goal.

This is why we operate independent from any single carrier or company. This allows us to provide the best solutions for our clients. If you are currently captive, you may find yourself locked into your carrier’s products or have to pass through a Right of First Refusal. If you are currently independent, you may find yourself challenged by building a book of business, keeping overhead clear, and marketing strategically.

Aligning yourself with SB Financial Group allows to you operate as an independent with access to the tools that have made our company successful. We provide support, guidance, training, and oversight, all which increase your probability of succeeding in building your own company.

As an adviser building their business within the SB Financial Group, not only do you receive the expertise to build your own book of business and brand identity, you have access to our exclusive new relationship building system.  

What traits and competencies should a Financial Advisor candidate possess?

  • Relationship-building skills and commitment to establishing long-term clients keeping the client’s needs first and foremost
  • Strong desire for performance driven compensation and growing earnings potential while being your own boss
  • A self-motivated, highly driven and entrepreneurial personality

What can a Financial Advisor expect?

  • Comprehensive training to help you succeed in your new role
  • Professional support to pass your Financial Advisor Series exams and insurance licensing exams (if you don’t currently have these)
  • The ability to provide strategic and personalized insight for your clients with support from a company that shares your integrity
  • The opportunity to succeed with the flexibility to balance personal and family values

What are the preferred qualifications for the Financial Advisor role?

  • Ability to put the client first
  • Strong communication skills
  • Confident and resilient personality
  • Ability to listen, understand, and give advice
  • Goal oriented at an individual and team level

In the role of a financial advisor, we’ll support you and help you perform at your best from day one. Discover the fulfillment of truly driving your own career in a company that respects your independence and ambition.  

Interested? Start Today.