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Financial Advisor

2 months ago

Des Moines, United States Vision Financial Group, LLC Full time

Vision Financial Group, a dynamic, holistic financial advisory firm, is seeking a fully licensed Financial Advisor (7/66) to join our team of financial advisors. The successful candidate will be congenial, organized, and will exhibit a keen interest in finance-related topics with the desire to help clients work toward their goals.

Specific job duties include, but are not limited to:

  • Meeting with clients of simple to moderate complexity to ascertain their financial objectives, risk tolerance, income, expenses and assets
  • Assisting with the development of clients' financial plans using financial information and knowledge of current legislation
  • Maintaining excellent relationships with customers using professional oral and written communication skills
  • Educating clients on products and services available to help them best utilize their available funds and achieve important monetary goals
  • Exceeding customer expectations with accurate, efficient, courteous, and professional service
  • Researching and recommending investment opportunities for clients
  • Offering strategic advice regarding risk management strategies such as insurance coverage, annuity products, and debt management tools
  • Performing market research to stay current with financial trends
  • Maintaining compliance with all rules and regulations in the financial industry
  • Utilizing proper security processes to protect client information
  • Completing all mandatory training in a timely manner, including continuing education for FINRA licenses
Benefits:

Vision Financial Group offers a full array of benefits including medical, dental, and vision insurance, 401(k) plan with company contribution, Paid Time Off, Volunteer Time Off, flexible working arrangements, and a professional, supportive work culture.

Requirements

Qualifications:
  • Bachelor's degree in finance, business, or related area of study
  • Valid FINRA Series 7 and 66 (or equivalent) licenses required
  • 1+ years in the financial industry desired
  • Strong understanding of investments and asset management strategies/analysis
  • Self-starter, problem solver, goal-oriented, and a team player
  • Excellent customer service, communication, and relationship building skills required

Physical Requirements:

Standing or sitting for extended periods of time in an office environment

Working on a computer for extended periods of time

Lifting up to 15 pounds