Financial Advisor Development Program Job Description Template
Our company is looking for a Financial Advisor Development Program to join our team.
Responsibilities:
- Visiting business and educational establishments to speak with new clients and establish relationships;
- Educating potential and existing clients via one-on-one meetings or in a seminar/workshop setting;
- Prospecting for new client leads;
- Marketing yourself and the firm;
- Studying for and passing certification exams (Series 7, 66 and State Life/Health/Annuity);
- Establishing a network of referrals;
- Working with our team of support specialists to ensure that you provide clients with the best possible financial strategies for their situation;
- Developing and maintaining expert knowledge of the products and services available;
- Building strong, long-term client relationships.
Requirements:
- Desire to give back to your community;
- Desire for a stable and long-term career;
- Highly goal oriented;
- Strong work ethic;
- Team player;
- Bachelor’s degree, preferably in Finance, Marketing or Communications, but all degrees are considered;
- Track record of success;
- Professional attitude and appearance;
- Good leadership instincts;
- Coachable personality;
- Ability to thrive in a fast-paced environment;
- Ability to pass a criminal history and credit background check.