Financial Services Professional
4 weeks ago
Strategic Wealth Designers is seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will work closely with our Lead Advisor to interact with new and existing clients, providing advice and guidance to help them achieve their financial goals.
Key Responsibilities:
- Work closely with the Lead Advisor to interact with new and existing clients
- Provide advice and guidance to help clients achieve their financial goals
- Interact professionally with clients by phone and/or in person to update their profile and financial situation/needs
- Complete service requests, resolve client issues, and keep CRM updated by entering detailed notes
- Review existing insurance policies to determine if they still meet client needs
- Meet production targets that impact overall company revenue goals
- Prepare client reports and review summaries for upcoming appointments
- Assist with client reports, mailings, and setting client appointments
- Assist with New Business processing and review documents prior to submission
Requirements:
- 4-year degree in Accounting, Finance, or related field
- Series 65 or 7/66 with Life & Health Licenses
- 2-7 years in financial services offering investment management and insurance services
- Strong experience with MS Office and the ability to learn new software quickly
- Excellent written and verbal communications skills both in person and via phone
- Proactive mentality, positive attitude, and consistent follow-through
- Highly intelligent, strong organizational skills, and attention to detail
- Ability to work independently with good time management and critical thinking skills
Compensation and Benefits:
Starting salary range is $90,000-$115,000 with a 3-year target compensation of $120,000, including bonuses based on new business generated and having or attaining the CFP designation. Full medical/dental/vision benefits, 401k plan with company match, a generous PTO schedule, and 11 paid holidays, including your birthday, are also included.
We are looking for a long-term fit, so serious applicants only, please.
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