Financial Planner Professional
1 week ago
Job Overview:
The Financial Advisor position at Bank of Clarke is an exciting opportunity for a highly motivated and results-driven individual to provide exceptional financial planning services to existing and prospective clients.
About the Role:
This role involves providing personalized advice on a wide range of financial products and services, identifying customer needs, and maintaining a high level of profitable sales. The successful candidate will be responsible for fostering strong relationships with clients, staying up-to-date with industry trends, and implementing business development efforts to drive growth.
Key Responsibilities:
- Determine specific customer financial and investment needs
- Provide expert advice on personal investment product purchases
- Maintain a high level of profitable sales that meet or exceed goals
- Stay knowledgeable about current investment product portfolios
- Implement business development efforts to establish advisory relationships and generate new business
- Engage in proactive learning to stay informed about tax and investment updates
- Act as a resource to other licensed Investment Associates and Wealth Management professionals
Requirements:
Qualifications and Skills:
- College degree or equivalent experience required
- 1-5 years relevant experience preferred
- Certification/License: Series 7, 66, and life insurance licenses required; additional licensure encouraged
- Excellent communication and presentation skills to enhance the organization's image
- Ability to foster and cultivate relationships with prospective and existing customers
- Innovation and flexibility essential to meet changing market demands
- Excellent analytical skills to recommend suitable products and services
- Ability to work collaboratively with a team and share knowledge
Benefits and Perks:
- A competitive estimated salary of $80,000 - $120,000 per year
- A full suite of benefits including medical, life, dental, and vision insurance
- Generous paid time off and opportunities for professional growth
- A supportive and diverse work environment
- Access to ongoing training and development programs
About Us:
Bank of Clarke is committed to making a positive impact in our community through philanthropic initiatives and cultural events. We value integrity, commitment, and innovation in all aspects of our business.
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