Description
Our firm is rapidly expanding and we are looking for an experienced financial advisor who wants to build relationships with clients and help them achieve their long-term financial goals. We are looking for someone with a proven success record advising clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities
•Customize financial plans for each client based on potential life changes and changing financial needs
•Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
•Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
•Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
•Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
•3 years of experience in the insurance, financial advisory, or planning field
•Proven track record of generating book of business
•Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start
•Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
•Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
•Superior customer service skills, math skills, relationship skills, and communication skills are preferred