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Financial Services Professional

2 months ago

Sioux Falls, South Dakota, United States Insight Financial Planning Full time
Job Summary

Insight Financial Planning is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for cultivating relationships with new and existing clients, providing ongoing advice and service, and supporting tenured Financial Advisors in servicing existing clients.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients
  • Research and recommend investment products and funds
  • Trade securities and manage client portfolios
  • Assist in pre-appointment and post-appointment activities
  • Process and complete client applications and forms
  • Develop and implement marketing strategies to attract new clients

Requirements:

  • Must be a college graduate
  • Must obtain Series 7 and Series 66 licenses
  • Must have obtained or be able to obtain appropriate state insurance license
  • Ability to create a positive work environment
  • Ability to effectively function as a team player
  • Ability to follow a systemized workflow
  • Ability to organize, prioritize, and handle multiple tasks
  • Ability to work required hours and meet deadlines
  • Ability to work under pressure and meet deadlines
  • Ability to be at work on a regular basis
  • Strong verbal and written communication skills
  • Detail-oriented