Financial Advisor
1 week ago
Job Description
Job Description
* This position is located in Norfolk, NE. Relocation or reliable commuting is required.
Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing clients.
Salary :
From $60,000.00 per year
Benefits:
Simple IRA Plan
Simple IRA Plan matching
Paid time off - vacation and medical
Schedule:
Full-time, 8 hour shift
Monday to Friday
Experience:
Financial concepts: 1 year (Preferred)
Essential Functions:
Advising clients on the many aspects of the financial goals.
Develop financial plans
Research investment products/funds
Trading
Assisting in pre-appointment as well as post-appointment
Completing and processing applications and forms
Marketing
Requirements :
Must be a college graduate
Must obtain Series 7 and Series 66
Have obtained or able to obtain appropriate state insurance license
Ability to create a positive work environment
Ability to effectively function as a team player
Ability to follow a systemized workflow
Ability to organize, prioritize and handle multiple tasks
Ability to work required hours
Ability to work beyond regular hours when needed
Ability to work under pressure and meet deadlines
Ability to be at work on a regular basis
Skill in effective verbal and written communication
Detail oriented
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Financial Advisor
1 week ago
Yankton, United States Insight Financial Planning Full timeJob DescriptionJob Description* This position is located in Norfolk, NE. Relocation or reliable commuting is required. Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing...