Financial Advisor with Experience

Job Description

Job Description

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.