What are the responsibilities and job description for the Financial Advisor with Experience position at RK Partners?
As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.
Responsibilities
- Prospecting for clients through referrals, personal observation and networking
- Developing and maintaining long-term relationships with clients
- Fact gathering and needs analyses to arrive at client-centric financial solutions
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications
- Strong interpersonal skills and customer service focus
- Experience working with vlients virtually
- Market development/networking abilities
- Presentation and organization skills
- Strong work ethic, self-motivated and goal-oriented
- BA, BS, and/or graduate degree or equivalent work experience required
Benefits
Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.
In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.
LOCATION:
Newport Beach, CA and Virtual