Financial Services Professional
3 days ago
Livictus Financial Services is a dynamic and growing financial services firm seeking an experienced Financial Advisor to join our team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, providing personalized financial planning and wealth management services, and driving business growth through effective marketing and prospecting strategies.
About Livictus Financial ServicesWe are a values-driven organization that prioritizes honesty, trust, and mutual respect in all our interactions. Our team is dedicated to delivering exceptional client service and building long-term relationships with our clients. We offer a collaborative and supportive work environment, with opportunities for professional growth and development.
Key Responsibilities- Develop and maintain a strong book of business through effective marketing and prospecting strategies
- Provide personalized financial planning and wealth management services to clients
- Build and maintain strong relationships with clients, staff, and professional colleagues
- Drive business growth through effective sales and marketing strategies
- Stay up-to-date with industry developments and best practices in financial planning and wealth management
- 5+ years of experience in financial services, with a transferable book of business of at least $8M - $10M
- Series 6 or 7, and 65 or 66 registrations. State insurance license required. Series 24 and CFP certification preferred, but not required
- Excellent written, oral, and presentation skills
- Ability to build and manage client relationships
- Bachelor's degree or equivalent experience in business, finance, sales, marketing, or related field
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