Job Details

Description

Training Provided

Are you an experienced financial advisor who thrives on providing excellent service to help 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 communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Responsibilities

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

Qualifications

• Bachelor's Degree a must, sales experience and/or financial internships a plus.
• A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
• You are personable and caring, with a natural ability to connect and communicate with others.
• Enthusiastic, high energy, and positive attitude.
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
• Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
• Must have excellent communication and interpersonal skills.
• Quick learner who is comfortable in a fast-paced, dynamic environment.
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• 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