Financial Services Professional
1 month ago
At Pattern Financial Group, we are seeking a talented Financial Services Professional to join our team. As a Financial Advisor, you will be responsible for providing sound financial recommendations to help ensure financial security for clients. You will act as an advocate for your clients, commitment to enhance, enrich and serve that client base. You will implement cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships. You will also commit to ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
Key Responsibilities
- Provide financial recommendations to clients to ensure financial security
- Act as an advocate for clients, commitment to enhance, enrich and serve that client base
- Implement cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships
- Commit to ongoing training and education to acquire knowledge of financial products and services
What We Offer
- Support: We believe in the power of collaboration and mutual support to achieve greater success
- Training: Our team is dedicated to providing resources to help you succeed, including training sessions led by top advisors and industry leaders
- Stability: You will be backed by a Fortune 250 mutual financial company with a strong history and commitment to your success
- Open-Mindedness: We value diversity and recognize the strength that comes from different perspectives, backgrounds, styles, values, and beliefs
Licensing Requirements
Life and Health Insurance Licenses, Securities Industry Exam (SIE), Series 7 and Series 66 (can be obtained upon hire)
Benefits
- Commissions, renewal income, advisory fees, monthly draw
- Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability
- Signing Bonus/Training Allowance upon eligibility
- Hybrid working space with flexible hours
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