Financial Advisor
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
PERFORMANCE AND PRODUCTIVITY
- Find and qualify prospects, gain referrals or introductions to them
- Focus on setting appointments
- Introduce yourself and your work
- Connect and learn what is most important to them
- Create a financial plan with recommendations to help them achieve their goals
- Gain commitment to take action
- Maintain a lifetime relationship
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO...
- A high-quality training program to help you get started
- Mentorship and professional development training throughout your entire career
- Leading industry products and solutions built on an integrated technology platform
- Financial support for professional designations and certifications, Series 6, 63, and 7, boosting your career from Financial Representative to Financial Advisor
- The opportunity to design your roadmap to leadership and specialized roles
- A culture that promotes diversity, teamwork, work / life balance, recognition, and rewards
- A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results
A CAREER WITH ENDLESS OPPORTUNITIES
This career is primarily commission-based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career.
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Customize financial plans for each client based on potential life changes and changing financial needs
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
- Enterprising ambitions
- Strong interpersonal skills
- Self-motivated
- History of personal success
- Honest, ethical, and a strong sense of morality
- Good communication skills
- Enjoys working in a fast-paced, highly productive, value-driven environment
- Bachelor's degree in business administration, finance, or related field is required
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- 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
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
$250/hour Paid Market Research Study for Senior Financial Advisors in the Financial Sector
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