What are the responsibilities and job description for the Financial Advisor position at Advisory Resource Group LLC?
Company Description:
Advisory Resource Group (ARG) represents independent financial advisors, wealth managers, and insurance professionals serving over 25,000 clients nationally; we continue to expand our advisor support to regions across the country. We are working on behalf of one of our member firms, Weiner Benefits Group.
Weiner Benefits Group, founded in 1938 and based in Wilmington, Delaware, is a respected independent financial services firm specializing in specializing in employer sponsored retirement plans and individual wealth management advisory. Our team partners with individuals, businesses, and plan sponsors to deliver personalized 401(k) planning, fiduciary guidance, investment strategy, and ongoing service. Through decades of experience, we build trusted relationships and offer proactive financial advice tailored to clients’ long-term goals and regulatory requirements.
Role:
Weiner Benefits Group is currently recruiting a Financial Advisor and a Registered Assistant. This is a 40-hour/week position that is currently a hybrid of virtual and in person/office. Start/end times are flexible within an 8-hour workday.
Qualifications:
· A minimum of 2-5 years' experience in the wealth management and retirement plan services field, preferably as a Financial Assistant, Paraplanner or Registered Assistant
· Proven ability to deliver quality and detailed work products
· Proficiency in Microsoft Office products or similar platform
· Excellent written and verbal communication skills, with the ability and confidence to communicate at all levels of the organization, including C-Suite and VP levels
· Series 6/63 and/or 7/66 (preferred) and insurance licenses.
· Strong analytical, communication, and client-facing abilities.
· Proficient in financial reporting and CRM systems (e.g., MoneyGuidePro, Redtail, Nitrogen, RPAG, WMP)
· Ability to work effectively in a team environment
· Ability to work effectively in a virtual environment and with little supervision
Preferred Qualifications:
· Previous experience working within the financial services industry
Physical Requirements:
Regularly required to sit, stand, walk, talk, listen, operate a computer, hand-held devices, and other office equipment, reach with hands and arms, and must occasionally lift and/or move up to 10 pounds.
WEINER BENEFITS GROUP IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER.
We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status or protected veteran status.