Wealth Management Specialist

1 week ago


Salem, United States Financial Freedom Full time
Financial Advisor Position at Financial Freedom Wealth Management Group

**About Us**

Financial Freedom Wealth Management Group is a leading financial services firm recognized for its commitment to excellence and client satisfaction. We are dedicated to providing personalized financial solutions to our clients, and we are seeking a talented Financial Advisor to join our team.

**Key Responsibilities**

  • **Client Service**: Deliver exceptional service to clients, ensuring their financial needs are met and exceeded.
  • **Financial Planning**: Maintain in-depth knowledge of financial planning programs and stay up-to-date on industry developments.
  • **Client Relationships**: Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • **Team Collaboration**: Collaborate with other advisors and support staff to achieve team goals and objectives.

**Requirements**

  • **Experience**: Proven experience in financial services or a related field.
  • **Licenses**: Possess required licenses, including Series 7, 66, and Life and Health licenses.
  • **Education**: A Bachelor's degree is highly desirable.
  • **Skills**: Strong attention to detail, organizational skills, and excellent communication and interpersonal skills.

**Benefits**

  • **Medical and Vision Coverage**: Comprehensive medical and vision coverage for you and your family.
  • **Dental Benefits**: Access to a range of dental benefits, including routine cleanings and major procedures.
  • **Bonus Plans**: Participate in annual and quarterly bonus plans, based on individual and team performance.
  • **Growth Participation Plan**: Enjoy long-term growth participation, with opportunities for career advancement.
  • **Paid Time Off**: Receive paid time off and holidays, allowing you to recharge and spend time with loved ones.
  • **401k Plan**: Contribute to a 401k plan, with company match and vesting schedule.
  • **Insurance Options**: Choose from a range of insurance options, including life, disability, and long-term care insurance.
  • **Cell Phone Reimbursement**: Receive reimbursement for cell phone expenses, up to a certain limit.
  • **Paid Leave Options**: Enjoy paid leave options, including parental leave and bereavement leave.


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