Description
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals?
If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail.
If this sounds like you, apply today!
Responsibilities
What we're looking for...
We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses.
This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college.
As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with clients.
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
- To have the ability to build personal relationships with clients and help them reach their financial goals.
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- Requires a Bachelor's degree in finance, business administration, or related field
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
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