Financial Advisor
VALS
Role: On-site Financial Advisor responsible for developing client relationships, providing advice, and supporting clients' financial and estate planning goals. Responsibilities Drive market growth, revenue, and profitability. Communicate the firm’s value proposition and advice-based services to stakeholders. Develop client relationships through internal and external referral sources. Collaborate with teams including Financial Planning, Brokerage, Trust, Insurance, and Family Office. Conduct client meetings, annual reviews, and adjust strategies to strengthen relationships. Stay informed on market trends and investment solutions. Engage in community activities to foster business development. Qualifications & Skills 4+ years in Financial Services industry. Bachelor’s degree from an accredited institution. Certifications: Series 7, 66 or 63/65, Life & Health; additional certifications encouraged. Excellent consultative sales and business development skills. Strong communication skills, both written and oral. #J-18808-Ljbffr
Vacancy posted 3 days ago
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