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Contact Staci Payne at [email protected] or 319-249-2390, you can also schedule an appointment at to learn more about this opportunity!
Financial Advisor
Job Overview : Our financial client located in the Twin Cities is seeking to add a Financial Advisor to their team. The Financial Advisor is responsible for selling financial products and services to clients, as well as discussing financial options with them.
To be successful in the role of Financial Advisor you must have direct sales experience in the financial services industry, as well as Series 7 & Series 66 licenses.
This is a Direct Hire role.
What you will be doing as a Financial Advisor
- Create detailed financial plans tailored to clients' unique circumstances, analyze potential outcomes, and guide clients in selecting the most suitable financial path.
- Offer a range of financial products and services, including mutual funds, insurance policies, and annuities, to clients for investment purposes.
- Build a portfolio of clients through internal referrals and external networking.
- Work closely with the Private Wealth Team and other relevant departments to provide integrated financial solutions.
Skills you ideally bring to the table as a Financial Advisor
- Bachelor's degree or equivalent work experience
- Minimum of 1 year of direct sales experience within the financial services industry
- Series 7 & Series 66 licenses required
- Capable of sourcing new business and following the sales process from start to finish
Learn more about Saige Partners on Facebook or LinkedIn .
Saige Partners, one of the fastest growing technology and talent companies in the Midwest, believes in people with a passion to help them succeed.
We are in the business of helping professionals Build Careers, Not Jobs . Saige Partners believes employees are the most valuable asset to building a thriving and successful company culture .
Contact us to learn more about the opportunity below or check ou t other opportunities at https : / / careers.saigepartners.com / .
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