Financial Representative

Description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Benefits Include:

• Flexible schedule with a strong work-life balance.
• Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.

Responsibilities

• Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
• Determine cash flow, income, financial status, financial goals, monetary assets, and all other financial situations related to wealth management to help clients define and achieve their financial objectives
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their financial goals
• Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
• Develop client relationships and provide tailored financial strategies.
• Offer solutions in insurance, asset accumulation, and retirement planning.
• Participate in structured coaching and mentorship programs.
• Attend In-person and Virtual training to enhance financial expertise.
• Utilize Marketing tools and resources to grow the client base.
• Work within a hybrid model, attending in-person meetings and training sessions as required.
• Maintaining compliance with industry regulations and licensing requirements.

Qualifications

• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Self-motivated, coachable, and driven to succeed.
• Strong interpersonal and communication skills.
• Competitive mindset with a history of leadership or achievement.
• No prior experience in finance is required-comprehensive training is provided.
• Must be authorized to work in the US.