Financial Advisor

Responsibilities Learn and understand the entire operation of practice. Participate in Joint Fieldwork to build expertise and learn best-practices within the industry. Meet with new and existing clients to build a book of business and grow relationships. Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts. Position products, services, and strategies to help clients gain financial clarity. Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. Participate in events to attract new clients and provide financial education to the local community. Research and respond to client inquiries. Collaborate with Lead Advisor on complex scenarios. Schedule, prep, and document all your client meetings. Other responsibilities as assigned by the Lead Advisor. Requirements Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce). Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions. Ability to maintain integrity of sensitive/confidential information. #J-18808-Ljbffr