Financial Advisor
3 semanas atrás
- $75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis
- MUST HAVE 7/66 (63/65) _
- WE PROVIDE- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.-
- Marketing strategies to reach wider audiences with greater appeal.-
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.-
- Potential Opportunities for professional growth.-
- Leadership opportunities, including leading client and conference seminars- Required skills:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.-
- Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)-
- Is a self-starter who efficiently manages time and capacity.-
- Sets and accomplishes goals, achieving whatever you put your mind to.-
- Builds and nurtures strong relationships.-
- Collaborates effectively with others to get things done.-
- Communicates effectively and confidently and is comfortable engaging all clients.-
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.-
- Likes to learn, adapts to new information and seeks the right solutions for clients.-
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.- Desired skills:
- Proven ability to partner and promote lead generation.-
- Experience balancing investment management, sales activities and new client development.-
- Strong computer skills and the ability to multitask in a demanding environment.-
- A bachelor's degree, preferably in business-related field.-
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).-
- Obtained insurance licenses.
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