Independent Financial Advisor
2 weeks ago
Independent Financial Advisor
Cramer Management LLC is seeking a dedicated Independent Financial Advisor who is passionate about assisting clients with their financial aspirations. This role involves providing expert guidance in areas such as retirement planning, investment strategies, charitable contributions, and estate planning.
Key Responsibilities
- Enhance the visibility and growth of the firm through client referrals and marketing initiatives.
- Collaborate with clients to establish and nurture relationships, ensuring their financial needs are met with tailored advice.
- Demonstrate self-motivation and creativity in delivering exceptional service and fostering long-term client partnerships.
- Welcome clients warmly, both in-person and via phone, ensuring they feel valued and appreciated.
- Deliver an outstanding client experience by addressing inquiries and facilitating requests efficiently.
- Support marketing efforts to attract new clients and strengthen existing relationships.
Essential Qualifications
- Active and valid FINRA Series 7 license.
- Active and valid Series 66 (or 63/65) license.
- Possession of an active insurance license (to be obtained within one year of starting the role).
- A minimum of three years of successful sales experience in the financial services sector.
- Strong knowledge of industry trends and market dynamics.
- Excellent interpersonal and communication skills.
- Proven ability to develop and maintain client relationships.
- Familiarity with client management software and general computer proficiency.
- Preferred qualifications include a Bachelor's degree or higher and relevant financial designations.
Work Environment
This position is full-time, with typical working hours from Monday to Friday. The company offers a comprehensive benefits package, including paid time off, health, and retirement plans.
Company Commitment
Cramer Management LLC is dedicated to fostering a diverse and inclusive workplace where every employee feels valued. We are an equal opportunity employer and strive to advance diversity within our workforce.
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