Establish Long-Term Financial Goals
1 semana atrás
We are seeking a skilled financial advisor to partner with clients and help them achieve their long-term financial goals. This role requires strong communication and relationship-building skills, as well as the ability to understand and address clients' needs and priorities.
The successful candidate will have a bachelor's degree in a related field or equivalent work experience in the securities/financial services industry. They will also need to be registered with FINRA and have a valid Series 7 and Series 66 license.
In this role, you will be responsible for building relationships with clients, creating personalized investment strategies, and overseeing branch processes to ensure a high-quality client experience.
Required Skills and Qualifications- A bachelor's degree in a related field or equivalent work experience in the securities/financial services industry
- Financial services and/or sales experience
- FINRA registration and a valid Series 7 and Series 66 license
We offer a comprehensive compensation package that includes a supplemental salary for up to five years, commissions, and compensation for new assets gathered. We also provide paid training, access to ongoing education and training opportunities, and a supportive team environment.
What We Offer- Paid training and licensing program
- Supplemental salary for up to five years
- Commissions and compensation for new assets gathered
- Ongoing education and training opportunities
- A supportive team environment
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