What are the responsibilities and job description for the Financial Advisor position at RK Partners?
Financial Sales Advisor - Newport Beach, CAWho We Are:Our company is a comprehensive financial services firm committed to helping our clients achieve their goals of long-term financial security. Our customized approach is designed to grow, protect, and conserve our clients’ wealth by delivering exceptional personalized service and expertise. We specialize in a robust range of service offerings available to help meet your overall financial needs, to include: Financial Planning, Investment Management, Business Planning, and Insurance Services.If you are a highly motivated individual with prior SALES or BUSINESS DEVELOPMENT experience, and see yourself thriving in a career that offers flexibility, independence, and impact, financial services could be for you. Our financial advisors are given the training, resources, and support they need to build their practice from the ground up. Our company provides ongoing opportunities for learning and development through workshops and mentorship programs.You’ll have access to industry-leading technology, training, and tools, along with a deep well of expertise in financial products, research, and trends. You have control over your path while having access to some of the sharpest minds in the financial services industry.Who we are seeking:Ideally, 1-2 years of sales or business development experienceLocal natural market & strong prospecting ability (cold calling, networking, etc.)History of success (can be in sales, sports, education, etc)Energized by mentorship & collaborationBachelor's Degree strongly desired or equivalent working experiencePreferred but not required:Licensure: CA Life & Health, SIE, Series 7 & Series 66*Licensing will need to be obtained*Responsibilities:Build and maintain strong relationships with clients to understand their financial needs and objectivesProvide comprehensive financial planning and investment advice to clients covering wealth management, estate planning, retirement planning, insurance & tax strategiesStay up-to-date on market trends, economic conditions, and investment productsCollaborate with other professionals, such as attorneys and accountants, to provide holistic financial solutionsCompensation & Perks:Supplemental Salary, Commissions, Bonuses & Rewards programsVast array of broker/dealer & investment advisory platformsDedicated transition support & firm leadership opportunitiesProduct specialists support & Practice management coachesFlexible scheduling, company-paid luncheons/eventsExpected Pay: $55,000.00 - $75,000.00 per yearBenefits:Flexible scheduleProfessional development assistanceReferral programCompensation package:Bonus opportunitiesCommission payWeekly schedule:Monday to FridayWork setting:In-personOffice
Salary : $55,000 - $75,000