Financial Advisor

Responsibilities Working with high-net worth individuals identifying needs and developing relationships Reviewing financial goals and delivering comprehensive recommendations that align with clients' needs Developing a book of business to meet and exceed established performance hurdles Effectively prioritizing sourcing prospective clients and executing customized solutions Recommending investment products and services suitable for prospects Balancing investment growth, referral activities, customer follow up, and personal growth and development Organizing and managing resources to run a productive practice Completing mandated training, assessments, performance goals, and continuing education requirements Requirements Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Proven ability to quickly build trust and credibility Proven ability to assess needs and recommend appropriate solutions/interventions Proven ability to work collaboratively on a team and with key partners Proven ability to listen and probe for clarity and understanding Goal and results oriented Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Ability to work in an environment where the majority of your compensation is tied to your performance Strong follow-through skills Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Core Competencies Demonstrates expertise in financial services and investment products, with a strong focus on relationship building and client engagement. Proven ability to meet performance goals through effective prospecting, customized solutions, and exceptional communication skills. #J-18808-Ljbffr