Financial Advisor
Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our client firms.
- Review client needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs
- Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients.
- Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.
- Development and sustain strong branch relationships.
- Maintain a regular presence in assigned branches.
- Work with branch and credit union staff to identify referral candidates. Develop branch referral activities and conduct regular training meetings.
- Communicate daily with clients providing trade settlement information, coordinating the payment / delivery of funds and other routine requests.
- Cross-sell products and services as appropriate.
- Perform other job-related duties as assigned by Managers(s).
Job Competencies :
- Excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused and concise manner.
- Extremely organized with attention to detail.
- Ability to function independently and proactively with minimal supervision.
- Qualified candidate must possess a high level of initiative and commitment to client service.
Education and Experience Requirements :
- Bachelor's Degree
- 5 to 7 years of experience in financial services
- Current FINRA Series 7 and 66 registrations
- Established track record of sales accomplishments
- Life, Accident and Health insurance licenses or the ability to obtain within 6 months of hire
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