Financial Services Professional

7 hours ago


Sacramento, California, United States Hariri Financial Partners Full time
Unlock Your Potential as a Financial Advisor

Elevate your career in the financial services industry with Hariri Financial Partners, a distinguished member of the National Life Group. We're seeking dynamic and motivated professionals to join our Financial Advisor Team.

Why Choose Hariri Financial Partners?

  • A Career That Matters: As a Financial Advisor, you'll play a pivotal role in shaping clients' financial futures, turning their aspirations into reality.
  • Comprehensive Training and Support: Our robust five-year training program is designed to help you build a thriving practice and achieve long-term success.
  • Collaborative Environment: Work alongside industry experts, benefiting from mentorship and a team dedicated to mutual success.
  • Innovative Resources: Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.

Key Responsibilities:

  • Client Relationship Management: Foster enduring relationships with clients through regular reviews and proactive engagement.
  • Client Acquisition and Prospecting: Utilize our proven prospecting techniques to grow your client list through direct outreach and referrals.
  • Portfolio Management: Analyze market trends and tailor recommendations to optimize client portfolios.
  • Wealth Management Strategies: Develop personalized financial strategies that align with clients' goals and risk tolerance.
  • Team Collaboration and Continuous Learning: Stay at the forefront of industry trends and regulatory changes to provide the best advice possible.

What We Look For:

  • Motivation and Entrepreneurship: A robust entrepreneurial spirit eager to build a prosperous career.
  • Integrity and Effective Communication: Strong ethical standards and the ability to communicate complex concepts clearly.
  • Analytical and Problem-Solving Skills: Sharp analysis skills to solve challenges creatively and efficiently.
  • Interpersonal Skills: Excellent ability to connect with clients and colleagues alike.

Our Offerings:

  • Competitive Compensation: Attractive salary and bonuses tied to performance.
  • Growth Opportunities: Clear pathways for career advancement and professional development.
  • Supportive Culture: A work environment that values collaboration, innovation, and a balanced life.
  • Impactful Work: Help individuals and families secure their financial futures.

Commitment to Diversity and Inclusion:

  • Equal Opportunity Employment: We proudly support diversity and are committed to creating an inclusive environment for all employees.
  • Accessibility and Accommodation: We ensure reasonable accommodations for a diverse range of needs. Find out more about our commitment to accessibility in our FAQs.

Hariri Financial Partners is not just a workplace. It's where you can make a significant impact. Join us and shape your future as well as the futures of our clients.

Compensation:

$144,500

Responsibilities:
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Qualifications:
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Requires a Bachelor's degree in business administration, finance, or other related field
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
About Company

We help dentists, physicians, owners of closely-held family businesses and retirees determine what it is they are trying to accomplish from both a business and personal strategies perspective, and then help ensure our clients achieve it.

At Hariri Financial Partners, we envision a future where financial prosperity knows no bounds. Our commitment is to empower families and individuals alike to navigate the complex financial landscape with confidence, guided by a resolute vision for a secure and flourishing future.



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