Senior Financial Strategist

4 weeks ago


Middletown, New York, United States 3rd Delta Full time
Job Title: Senior Financial Strategist

About the Role:

As a Senior Financial Strategist at 3rd Delta, you will play a critical role in expanding our client base. This is a unique opportunity to focus solely on what you do best: building strong relationships with qualified clients and closing deals. Our established infrastructure handles prospecting, appointment setting, and client servicing, so you can dedicate your time to client acquisition and relationship management.

Your Responsibilities:

Convert pre-qualified leads with a minimum of $500k in investable assets into long-term clients.

Foster trust and develop deep connections with clients, understanding their unique financial goals and needs.

Achieve and exceed targets through effective communication and following a structured sales process.

Our Support:

Pre-qualified leads: our marketing and prospecting team generates qualified leads that are looking for help.

Dedicated support: our team handles appointment setting, client servicing, and administrative tasks, freeing you to focus on building relationships.

Financial planning expertise: our team of financial professionals works behind the scenes to create personalized financial plans for your clients.

Qualifications:

Minimum 3 years of proven sales experience in the financial services industry.

Series 65 OR Series 66 OR CFP.

Deep understanding of the unique needs and challenges of high-net-worth clients.

Exceptional sales skills, with a proven ability to build rapport, articulate value, and close deals.

Strong written and verbal communication skills.

Benefits:

Base salary plus uncapped commission potential.

Comprehensive benefits package including health, dental, vision, disability, life insurance, and 401k.

Opportunities for career growth within a dynamic and supportive firm.

Join Our Team:

If you are a high-performing financial advisor with a passion for solving real client needs, we encourage you to apply.

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