Financial Services Professional
7 days ago
Become a part of our dynamic team at Hunken Ewing Financial Group and embark on a rewarding career as a Financial Professional. Our boutique firm has been serving the community for 84 years, offering comprehensive training, coaching, and mentorship to help you develop into a successful Financial Advisor.
What You'll Be Doing:
- Collaborate with experienced financial professionals to provide tailored financial solutions to clients, considering their unique objectives and needs.
- Conduct thorough financial analysis, including cash flow projections, risk management, and retirement planning, to ensure clients achieve their financial goals.
- Support client acquisition and retention efforts through effective communication and relationship building, fostering long-term partnerships.
- Prepare high-quality client meeting materials, reports, and documentation to ensure a seamless client experience.
- Participate in ongoing training and professional development to enhance your financial knowledge and stay up-to-date with industry trends.
- Contribute to weekly Investment Management review meetings, providing valuable insights and expertise.
- Develop a branding and marketing strategy to help you prospect and create opportunities in our community.
We Offer:
- A competitive compensation package, including a guaranteed income floor, commissions, incentive compensation, and performance-based bonuses.
- Access to cutting-edge tools and technology to help you effectively manage and service your clients.
- Comprehensive development and training programs, both locally and nationally, to support your educational needs.
- Resources to help you market and grow your practice, as well as communicate efficiently with your current and potential clients.
- Mentorship and joint-work opportunities to help you succeed in your role.
- A supportive team environment that fosters growth and collaboration.
- A comprehensive benefits package, including 401(k) with match and Roth options, health, dental insurance, and more.
Requirements:
Must be a US citizen or permanent resident.
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