Financial Services Professional

4 weeks ago


Des Moines, Iowa, United States Vision Financial Group LLC Full time

h3JobDescription/h3pVisionFinancialGroupLLCisseekingahighlyskilledFinancialAdvisortohelpclientsachievetheirfinancialgoals.Theidealcandidatewillhaveastrongunderstandingofinvestmentsandassetmanagementstrategies,aswellasexcellentcustomerserviceandcommunicationskills./ppbKeyResponsibilities:/b/pulliMeetwithclientstounderstandtheirfinancialobjectives,risktolerance,income,expenses,andassets./liliDevelopandimplementcomprehensivefinancialplansusingfinancialinformationandknowledgeofcurrentlegislation./liliMaintainexcellentrelationshipswithcustomersthroughprofessionaloralandwrittencommunication./liliEducateclientsonproductsandservicesavailabletohelpthemachievetheirfinancialgoals./liliResearchandrecommendinvestmentopportunitiesforclients./liliOfferstrategicadviceonriskmanagementstrategiessuchasinsurancecoverage,annuityproducts,anddebtmanagementtools./liliPerformmarketresearchtostaycurrentwithfinancialtrends./liliMaintaincompliancewithallrulesandregulationsinthefinancialindustry./liliProtectclientinformationusingpropersecurityprocesses./liliCompleteallmandatorytraininginatimelymanner,includingcontinuingeducationforFINRAlicenses./li/ulpbRequirements:/b/pulliBachelor'sdegreeinfinance,business,orrelatedareaofstudy./liliValidFINRASeries7and66(orequivalent)licensesrequired./lili1+yearsinthefinancialindustrydesired./liliStrongunderstandingofinvestmentsandassetmanagementstrategies/analysis./liliSelf-starter,problemsolver,goal-oriented,andateamplayer./liliExcellentcustomerservice,communication,andrelationshipbuildingskillsrequired./li/ulpbBenefits:/b/ppVisionFinancialGroupLLCoffersacomprehensivebenefitspackage,includingmedical,dental,andvisioninsurance,401(k)planwithcompanycontribution,PaidTimeOff,VolunteerTimeOff,flexibleworkingarrangements,andaprofessional,supportiveworkculture./p



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