Overview
We’re looking for Professionals who are ready and determined to start a new career (where the sky’s the limit). If you are a Professional with a track record of success, you will want to join our rapidly growing firm. We are looking for Leaders who are self-driven, self-motivated with have relationship skills. Must be committed to establishing long term relationships with their clientele.
Your compensation package is based on your dedication and hard work which will reflect from your performance. You have unlimited earning potential. You are in charge of your destiny.
Duties
- Assess clients’ financial needs, goals, and risk tolerance through detailed consultations
- Develop comprehensive financial plans covering investments, retirement, estate planning, and insurance options
- Recommend appropriate financial products and services using advanced financial software tools
- Monitor clients’ portfolios regularly, making adjustments to optimize performance and meet evolving objectives
- Educate clients on market trends, investment strategies, and financial best practices to foster informed decision-making
- Maintain accurate records of client interactions, transactions, and plan updates in compliance with regulatory standards
- Stay current with industry regulations, market developments, and new financial software features to enhance service delivery
Skills
- Strong understanding of financial planning principles and investment strategies
- Proficiency with financial software platforms for analysis, reporting, and client management
- Excellent interpersonal skills with the ability to build trust and rapport quickly
- Ability to explain complex financial concepts clearly and confidently
- Detail-oriented with strong organizational skills for managing multiple client accounts
- Active listening skills to identify client needs accurately and tailor solutions effectively
- Commitment to ongoing professional development through certifications or industry training
REQUIREMENTS
- Three Years Prior Experience of Asset Gathering, Research, Analysis, and Relationship Management
- Series 65 & 63 (7 & Agent of Life Insurance optional); Must have a Clean U4
- Skilled in Microsoft Office, Excel and Adaptive to Other Proprietary Computer Programs
- BS/BA Degree Recommended
Join us in making a positive impact on clients’ lives by providing expert financial advice that inspires confidence and fosters long-term success. We value energetic professionals who are eager to grow their careers while helping others achieve their dreams!
Pay: $75,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Vision insurance
Work Location: In person
