Financial Services Professional

5 days ago


Fairfield, California, United States Insight Global Full time
{"Job Title": "Licensed Financial Advisor", "Job Description": "Job Summary

We are seeking a highly skilled Licensed Financial Advisor to join our team at Insight Global. As a Financial Advisor, you will be responsible for serving members in their assigned branches, building personal relationships, and providing exceptional customer service.

Key Responsibilities
  • Conduct 2-4 new business appointments daily
  • Prospect for new clients and build plans to achieve sales goals
  • Follow up with existing clients and collect referrals
  • Servicing existing clients and making trades
  • Annual reviews for clients and documenting these
Requirements
  • Series 7 and 66 OR Series 6 and 66
  • 3-5 years of Financial Advising experience
  • Book of business/referral network to bring over
  • Ability to run in-person client meetings and build personal relationships
  • Strong referral network within the area
Preferred Qualifications
  • Credit Union or Banking experience
About the Role

This is a newer market for the credit union, and we are seeking a Financial Advisor who is well-connected with the community and can hit the ground running. The ideal candidate will have a strong understanding of financial services and be able to build relationships with clients.

The Financial Advisor will report to the VP of Wealth Management and will be responsible for serving members in their assigned branches. They will be given a small book of business when joining, so it is helpful to have a book of business that can be brought over to the Credit Union.

The typical day will entail going on 2-4 new business appointments, sending follow-ups to existing clients, calling referrals, servicing existing clients, going on reviews for clients on an annual basis, and documenting this.

The Financial Advisor will use Salesforce and LPL Financial Holdings as their broker to manage client relationships and make trades.

", "lang_code": "en"}

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