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Financial Services Professional

2 months ago

Salem, United States Financial Freedom Full time
Financial Advisor Position at Financial Freedom Wealth Management Group

**About Us**

Financial Freedom Wealth Management Group is a leading financial services company that values respect, integrity, and client satisfaction. We are committed to providing exceptional customer service and creating a collaborative team environment.

**Job Summary**

We are seeking a highly motivated and experienced Financial Advisor to join our team. The ideal candidate will have a strong background in financial planning, securities, and sales. They will be responsible for delivering excellent service to clients, maintaining knowledge of financial planning programs, and preparing for client meetings and transactions.

**Key Responsibilities**

  • Deliver exceptional service to clients, ensuring their financial needs are met and exceeded.
  • Maintain up-to-date knowledge of financial planning programs, including securities, Series 7, 66, and Life and Health licenses.
  • Prepare for client meetings and transactions, ensuring accurate and timely completion.
  • Participate in client events and build strong relationships with clients and colleagues.
  • Assist with client concerns and support other advisors as needed.

**Requirements**

  • Experience in securities or sales, with a strong background in financial planning.
  • Required licenses and ability to obtain additional licenses, such as Series 7 and 66.
  • Bachelor's degree desirable, with a strong emphasis on finance or a related field.
  • Strong attention to detail, organizational skills, and excellent communication and interpersonal skills.
  • Proficiency with computers and financial software.

**Benefits**

  • Medical and vision coverage, including dental benefits.
  • Annual and quarterly bonuses, with growth participation plan.
  • Paid time off and holidays, including cell phone reimbursement.
  • 401k plan and insurance options, including additional perks.