Financial Services Professional

6 days ago


Sacramento, California, United States Hariri Financial Partners Full time
Unlock Your Potential as a Financial Advisor at Hariri Financial Partners

Are you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic and motivated professionals to join our Financial Advisor Team.

A Career That Matters

You will play a pivotal role in shaping our clients' financial futures, turning their aspirations into reality.

Comprehensive Training and Support

Our robust five-year training program is designed to help you build a thriving practice and achieve long-term success.

Collaborative Environment

Work alongside industry experts, benefiting from mentorship and a team dedicated to mutual success.

Innovative Resources

Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.

Key Responsibilities
  • Foster enduring relationships with clients through regular reviews and proactive engagement.
  • Utilize our proven prospecting techniques to grow your client list through direct outreach and referrals.
  • Analyze market trends and tailor recommendations to optimize client portfolios.
  • Develop personalized financial strategies that align with clients' goals and risk tolerance.
  • Stay at the forefront of industry trends and regulatory changes to provide the best advice possible.
What We Look For
  • A robust entrepreneurial spirit eager to build a prosperous career.
  • Strong ethical standards and the ability to communicate complex concepts clearly.
  • Sharp analysis skills to solve challenges creatively and efficiently.
  • Excellent ability to connect with clients and colleagues alike.
Our Offerings
  • Attractive salary and bonuses tied to performance.
  • Clear pathways for career advancement and professional development.
  • A work environment that values collaboration, innovation, and a balanced life.
  • Help individuals and families secure their financial futures.
  • We proudly support diversity and are committed to creating an inclusive environment for all employees.

Hariri Financial Partners is not just a workplace. It's where you can make a significant impact. Join us and shape your future as well as the futures of our clients.

Responsibilities
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members.
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs.
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects.
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals.
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives.
Qualifications
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired.
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.
  • Requires a Bachelor's degree in business administration, finance, or other related field.
  • Valid FINRA Series 7 & 63/66 preferred but not required.
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients.


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