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Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application 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 your 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 your clients
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
• Competitive
• Enterprising
• Coachable
• Communicative
• Self-disciplined
• Authentic
• Winning Attitude
• Requires a Bachelor's degree in finance, business administration, or related field
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• 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
• 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
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application 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 your 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 your clients
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
• Competitive
• Enterprising
• Coachable
• Communicative
• Self-disciplined
• Authentic
• Winning Attitude
• Requires a Bachelor's degree in finance, business administration, or related field
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• 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
• 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
