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We are seeking an experienced Financial Advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!
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. To give you an idea, our financial professionals are making on average about $50,000 in their first year, and there is potential for much more.
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
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
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Previous success in financial services as a financial planner, personal Financial Advisor, financial analyst, or financial consultant is needed
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• 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
We are seeking an experienced Financial Advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!
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. To give you an idea, our financial professionals are making on average about $50,000 in their first year, and there is potential for much more.
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
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
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Previous success in financial services as a financial planner, personal Financial Advisor, financial analyst, or financial consultant is needed
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• 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
