Job Description
Job Description
We are searching for a motivated individual who is relationship-driven and seeks a long-term opportunity to help shape an already successful financial planning practice to join our team as an Advisor. Alongside our founders, you will be responsible for caring for a specific group of clients and developing new business, acting ethically and honestly as a fiduciary to ensure the client’s best interests are of primary focus.
If you’re a seasoned advisor with a strong client base or advanced planning skills, we’d love to tailor the compensation to your experience.
The base salary for newer advisors is $50,000–$75,000, commensurate with experience and qualifications. This range is designed for candidates with up to five years of advisory experience. A bonus program is offered as well.
Responsibilities:
- Build a client base through educational seminars, workshops, referrals, etc.
- Gather and analyze client information, including income, assets, investments, and debts.
- Identify and educate prospects about financial products that best align with client needs and circumstances.
- Provide informed recommendations on wealth management strategies, including income planning, tax efficiency, healthcare, estate planning, and investments.
- Proactively prospect new clients through outreach, networking, and marketing initiatives.
- Develop and present customized financial plans tailored to client goals.
- Document all client interactions in the Customer Relationship Management (CRM) system.
- Operate proactively in managing client-related tasks and communications.
- Support Client Service Managers with processing service requests and ensure timely responses to client inquiries.
- Maintain strict adherence to compliance guidelines and industry best practices.
- Continuously expand knowledge of financial planning trends and regulatory updates.
- Keep required licensure active and in good standing.
- Encouraged to become a CERTIFIED FINANCIAL PLANNER, CFP®
Qualifications:
- Series 65 or equivalent licensing (required)
- Life and Health Insurance licensing (required)
- 1-3 years of experience as a licensed financial advisor (preferred)
- BA/BS degree (preferred)
- Ability to build strong relationships through open, honest communication
- Highly process-driven, with a strong commitment to follow-through
- Ability to handle sensitive and confidential information with discretion
- Exceptional attention to detail with a commitment to accuracy and excellence
- Effective presentation and public speaking skills
- Strong knowledge of financial planning principles, investment strategies, and risk management
Company DescriptionTrue Financial Partners was founded in 2009 with the sole purpose of helping clients retire successfully. We accomplish this by incorporating several areas of planning including investment, tax, estate, and insurance planning. Our process is very thorough, but it’s the lasting relationships we form with our clients that make the difference. We properly prepare you for retirement!
Company Description
True Financial Partners was founded in 2009 with the sole purpose of helping clients retire successfully. We accomplish this by incorporating several areas of planning including investment, tax, estate, and insurance planning. Our process is very thorough, but it’s the lasting relationships we form with our clients that make the difference. We properly prepare you for retirement!