Licensed Financial Services Professional
lfspDenver (CO)
About the role
Company Description:
LFSP is a financial services organization dedicated to helping clients build, protect, and manage their wealth through comprehensive, licensed financial guidance. The firm focuses on personalized planning strategies that address short-term needs and long-term goals, including retirement and legacy planning. Team members collaborate to deliver clear, accessible financial education and solutions for a diverse client base. LFSP values integrity, client-centered service, and ongoing professional development to ensure high-quality, compliant advice.
Role Description:
The Licensed Financial Services Professional will provide client-focused financial guidance and solutions in an on-site, full-time role based in Henrico, VA. Day-to-day responsibilities include meeting with clients to understand their financial objectives, analyzing their current financial situation, and developing tailored strategies for savings, investments, insurance, and retirement planning. The role involves presenting recommendations in a clear and accessible way, following up regularly to adjust plans as clients’ needs evolve, and maintaining accurate documentation in line with regulatory requirements. The professional will collaborate with internal team members, stay current on financial products and market trends, and adhere to all compliance and ethical standards.
Qualifications:
- Be at least 18 years old
- Have a high school diploma or GED — a college degree usually is not required.
- Complete a state-approved pre-licensing course if required by your state.
- Pass the Life Insurance licensing exam.
- Complete fingerprinting/background check, where required.
- Apply for your state insurance license.
- Get appointed with an insurance company or agency so you can sell that company's products.
- Complete required continuing education to keep your license active.
- Candidates should possess excellent Communication skills to explain complex concepts clearly and build long-term client relationships.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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