Financial Advisor

3 weeks ago

Sacramento, United States Hariri Financial Partners Full time
Job DescriptionJob Description

Elevate Your Career at Hariri Financial Partners

Are you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic and motivated professionals to join our Financial Advisor Team. This role isn't just a job—it's a journey of professional development, personal fulfillment, and a chance to make a real difference in the lives of our clients.


Why Join Hariri Financial Partners?

  • A Career That Matters: You will play a pivotal role in shaping our clients' financial futures, turning their aspirations into reality.
  • Comprehensive Training and Support: Our robust five-year training program is designed to help you build a thriving practice and achieve long-term success.
  • Collaborative Environment: Work alongside industry experts, benefiting from mentorship and a team dedicated to mutual success.
  • Innovative Resources: Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.


Key Responsibilities:

  • Client Relationship Management: Foster enduring relationships with clients through regular reviews and proactive engagement.
  • Client Acquisition and Prospecting: Utilize our proven prospecting techniques to grow your client list through direct outreach and referrals.
  • Portfolio Management: Analyze market trends and tailor recommendations to optimize client portfolios.
  • Wealth Management Strategies: Develop personalized financial strategies that align with clients’ goals and risk tolerance.
  • Team Collaboration and Continuous Learning: Stay at the forefront of industry trends and regulatory changes to provide the best advice possible.


What We Look For:

  • Motivation and Entrepreneurship: A robust entrepreneurial spirit eager to build a prosperous career.
  • Integrity and Effective Communication: Strong ethical standards and the ability to communicate complex concepts clearly.
  • Analytical and Problem-Solving Skills: Sharp analysis skills to solve challenges creatively and efficiently.
  • Interpersonal Skills: Excellent ability to connect with clients and colleagues alike.


Our Offerings:

  • Competitive Compensation: Attractive salary and bonuses tied to performance.
  • Growth Opportunities: Clear pathways for career advancement and professional development.
  • Supportive Culture: A work environment that values collaboration, innovation, and a balanced life.
  • Impactful Work: Help individuals and families secure their financial futures.


Commitment to Diversity and Inclusion:

  • Equal Opportunity Employment: We proudly support diversity and are committed to creating an inclusive environment for all employees.
  • Accessibility and Accommodation: We ensure reasonable accommodations for a diverse range of needs. Find out more about our commitment to accessibility in our FAQs.


Hariri Financial Partners is not just a workplace. It’s where you can make a significant impact. Join us and shape your future as well as the futures of our clients.

 

Compensation:

$144,500

Responsibilities:
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Qualifications:
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
About Company

We help dentists, physicians, owners of closely-held family businesses and retirees determine what it is they are trying to accomplish from both a business and personal strategies perspective, and then help ensure our clients achieve it.


At Hariri Financial Partners, we envision a future where financial prosperity knows no bounds. Our commitment is to empower families and individuals alike to navigate the complex financial landscape with confidence, guided by a resolute vision for a secure and flourishing future.



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