Business Development Associate
2 weeks ago
The Zapata Private Wealth Group LLC is a reputable financial services firm seeking a highly motivated and ambitious individual to fill the role of Junior Financial Advisor. This position offers a unique opportunity to contribute to our business development efforts while gaining valuable experience and mentorship in financial planning and advisory services.
Key Responsibilities:
- Build and maintain relationships with prospective clients through networking, referrals, and targeted outreach.
- Conduct initial consultations to understand clients' financial needs and goals.
- Educate clients on available financial services, products, and strategies that align with their objectives.
- Develop and execute sales strategies to meet or exceed monthly targets.
- Assist in creating proposals and presentations tailored to client needs.
In addition to these key responsibilities, the successful candidate will also have the opportunity to collaborate with senior financial advisors to develop and implement comprehensive financial plans for clients, analyze financial data to provide actionable insights, and research market trends to support client recommendations.
Qualifications:
- Active financial advisory license (Series 6/7 and/or Series 63/65/66).
- Strong interpersonal and communication skills, with a client-first mindset.
- Proven ability to build and nurture relationships in a sales or client-facing role.
- Solid understanding of financial planning principles, investment products, and insurance solutions.
Salary: $25.00 per hour.
Benefits include a retirement plan, flexible schedule, and opportunities for professional growth and development.
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