Job Description
Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation:
$100,000 OTE
Responsibilities:
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
Qualifications:
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
About Company
- With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.
- Fortune 500 Company - Backed by the strength and support of a nationally recognized company.
- Forbes America's Best Insurance Companies Permanent Life 2025.
- Mission Driven - "Do good. Be good. Make good."