Financial Services Professional

4 weeks ago


Red Bank, New Jersey, United States Integrated Financial Concepts Inc Full time
About the Role

Integrated Financial Concepts Inc is seeking an experienced Financial Advisor to join our team. As a seasoned professional, you will leverage your mentoring skills to support newer agents and help them succeed.

Key Responsibilities
  • Consult with clients to understand their financial needs and objectives, scheduling meetings for in-depth discussions.
  • Gather relevant client information to tailor investment & protection recommendations that align with their financial circumstances.
  • Stay informed about market conditions and assess how they may impact taxes and client investments.
  • Cultivate long-term relationships with clients, fostering repeat business and client referrals.
  • Proactively reach out to potential clients through cold-calling to introduce our comprehensive financial products and services.
  • Provide innovative solutions to enhance clients' financial well-being.
  • Develop an in-depth knowledge of our financial products to offer well-informed advice and recommendations.
  • Establish connections with prominent professional networks, including accountants and attorneys.
Requirements
  • A minimum of 5+ years experience with a proven track record of success.
  • A bachelor's degree in finance, economics, accounting, business or a related field.
  • Appropriate state licensure to perform financial services, including securities licenses.
  • Proficiency in Microsoft Office applications & CRM software.
  • Exceptional analytical, organizational, and problem-solving abilities.
  • Effective communication skills to engage with clients and team members.
  • Outstanding customer service skills to ensure client satisfaction.

To offer securities and investment advisory services, candidates must become Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 200 Schulz Drive, Ste. 125, Red Bank, NJ 07701, Integrated Financial Concepts is independent of ESI.



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