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Private Wealth Advisor

2 months ago

McLean, United States Elite Profit Path Full time
Job DescriptionJob Description

Are you a passionate and experienced financial professional ready to drive growth and help clients succeed? We are actively seeking an Experienced Financial Advisor to join our dynamic remote team. In this role, you will play a crucial part in expanding our reach, connecting with clients, and driving our business forward. Join us as we capitalize on opportunities and make a real impact in wealth management.

The Experienced Financial Advisor is responsible for prospecting sales and qualifying leads for new and existing accounts.

This person will act as a liaison between our estate attorneys and business services teams. He/she will be naturally curious, results-driven, and eager to bring our product/services to new markets.

Responsibilities:

  • Contact and qualify leads – Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the financial process. Connect with as many leads as possible to encourage the purchase of the product and services offered. Be the point person for your team’s sales leads qualification process.
  • Manage current accounts – Stay in close contact with existing accounts or leads, create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives.
  • Customer support – Answer calls and emails from clients, identify the issue, and make suggestions for future or new products or services.
  • Analyze Financial Data– Obtain information from prospects to determine strategies, products, and services to help prospects meet their financial objectives to create a personalized financial strategy.

Requirements:

  • A BS degree in Marketing or Business Administration is required
  • 5-7 years experience as an advisor
  • Must be able to bring over a small to large book of business
  • Experience with CRM software
  • Familiarity with MS Excel (analyzing spreadsheets and charts)
  • Understanding of financial performance metrics
  • Demonstrated deep understanding of financial markets and personalized financial solutions for both individuals and businesses.

About Our Company:

Our firm was founded with the belief that ‘Our goal is your success.’ We assist in creating personalized financial strategies for each client in every aspect of their financial lives, from insurance and investments to retirement and estate planning. We take great pride in getting to know each of our clients and providing everyone with individualized service.

Working with Us means that you have someone dedicated to optimizing your financial health. Operating a business comes with multiple responsibilities; our purpose is to ease the tasks you bear on the financial side. We focus on providing integrated solutions that empower and educate clients.

We seek success-minded individuals who want lucrative income potential and strive to make a difference in their community and those around them. Our proven systems and processes give our financial professionals the training and confidence needed to make a positive impact. Our company allows you to be in business for yourself, not by yourself.

Benefits:

  • Unlimited earning potential
  • 401K with a 6% Match
  • W2 FICA 7.5%
  • Sponsorship of licensing and designations
  • Group Health, Dental, Vision, Life, and Long-Term Disability
  • Access to online proprietary, economic-based financial planning tool
  • National recognition and rewards, including business conferences and incentive trips

 

Don't hesitate to get in touch with Janeen Leite at jl@eliteprofitpath.org to schedule a CONFIDENTIAL call. I look forward to discussing this amazing new opportunity in an atmosphere you can call your forever home

Company DescriptionAt Elite Profit Path, we’ve established a nationwide system that places personal interests and transparency at the forefront of every action. We believe in building enduring trust through open communication, accountability, and keeping our promises, making you feel secure and confident in our partnership.

We value lifetime relationships in which we share and celebrate life together. We recognize that one of the most significant risks in the recruitment process is a need for more clarity regarding the needs of both clients and candidates beyond the salary and title.

Drawing from our extensive experience, we understand that more than incentives are needed to ensure high-caliber employees’ long-term satisfaction. A company’s culture, work-life balance, growth, and employee engagement are not just buzzwords, but essential to retaining elite talent. EPP specializes in securing individuals who are passionate about driving their financial success. This contributes to your overall success and inspires excitement about the opportunities at EPP, showing our deep understanding and care for your professional-personal balance.Company DescriptionAt Elite Profit Path, we’ve established a nationwide system that places personal interests and transparency at the forefront of every action. We believe in building enduring trust through open communication, accountability, and keeping our promises, making you feel secure and confident in our partnership.\r
\r
We value lifetime relationships in which we share and celebrate life together. We recognize that one of the most significant risks in the recruitment process is a need for more clarity regarding the needs of both clients and candidates beyond the salary and title.\r
\r
Drawing from our extensive experience, we understand that more than incentives are needed to ensure high-caliber employees’ long-term satisfaction. A company’s culture, work-life balance, growth, and employee engagement are not just buzzwords, but essential to retaining elite talent. EPP specializes in securing individuals who are passionate about driving their financial success. This contributes to your overall success and inspires excitement about the opportunities at EPP, showing our deep understanding and care for your professional-personal balance.