What are the responsibilities and job description for the Financial Advisor position at Joseph Binder?
Job Title: Financial AdvisorCompensation: Commission, salary or hybridIndustry: Wealth ManagementLocation: Plymouth, MIPurpose: Establish long-term relationships with new and existing clients to provide competent, objective financial advice and service to grow and preserve their wealth. Opportunities for growth into junior partner and partner roles.Duties:Schedule and confirm existing clients for review meetingsConnect with personal network to develop new clientsComplete product, compliance and other required onboarding and annual trainingParticipate in weekly meetings with manager for compliance oversight and ongoing trainingOpen new accounts electronically following all compliance proceduresPrepare reports and other relevant information for daily client review meetingsUpdate and manage client information in Salesforce database and eMoneyPrepare and process service requests electronically and manuallyWork with multiple financial service centers to proactively follow up, gather client information and to execute client service requestsCommunicate effectively with the primary financial advisor and the administrative teamQualifications:Honest and able to keep client and office information confidentialTwo years of similar experience desiredSeries 7, 66 and Life/Health licenses (or ability/initiative to complete first)Bachelor’s degree or higher in business, finance or similar desiredExcellent verbal and written skillsProficient with Microsoft Word, Excel, Outlook, and Salesforce databaseExperience with DocuSign and Adobe Sign desiredStrives for personal and organizational excellenceProblem solver and ability to multitask in a fast-paced environmentFast learner and ability to learn from mistakesDemonstrates attention to detail and ability to follow up tasks to completionComfortable interacting with clients in a pleasant and friendly manner in person, on the phone and via emailManages competing demands and uses time effectivelyWorks independently, is accountable and provides accurate informationHigh energy and contribute to a positive team culture
Salary : $40 - $50