We are looking for a financial advisor to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money. The ideal candidate will be able to also market and seek to create and maintain new client relationships.
Responsibilities
- Provide strategic advice across a variety of financial products and services utilizing the Living Balance Sheet (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to help clients implement mutual funds, stocks, bonds, insurances, annuities and advisory accounts to meet their financial objectives
- Utilize clients Living Balance Sheet website to help them stay on track to achieve their financial objectives and adapt as their life changes
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Skills
- Ability to work with a team to leverage their unique skill sets
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- BS degree in Finance or related field
Job Type: Full-time
Pay: $24,000.00 - $300,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Flexible schedule
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Physical Setting:
Schedule:
Supplemental Pay:
Education:
Experience:
- Financial services: 1 year (Preferred)
License/Certification:
- Series 7 (Preferred)
- Series 6 (Preferred)
- Life Insurance License (Preferred)
Work Location: In person
