Financial Services Professional
3 weeks ago
At Financial Growth Partners, we are seeking a highly skilled and experienced Financial Advisor to join our team. As a key member of our team, you will be responsible for providing exceptional financial guidance and services to our clients.
Key Responsibilities:
- Develop and implement comprehensive financial plans for high net worth clients, identifying opportunities to grow their wealth and achieve their financial goals.
- Build and maintain strong relationships with clients, providing ongoing support and guidance to help them navigate the complexities of the financial markets.
- Analyze and plan investment strategies for clients, ensuring that their portfolios are aligned with their risk tolerance and financial objectives.
- Partner with our team of financial planning associates, insurance representatives, and service support staff to deliver exceptional client service and support.
- Stay up-to-date with industry developments and regulatory requirements, ensuring that our clients receive the highest level of service and support.
- Contribute to the growth and development of our team, sharing your expertise and knowledge with colleagues to help drive business success.
Requirements:
- Must be a US citizen or permanent resident.
- A four-year college degree (strongly preferred).
- Existing Series 7, 66, (or 63 and 65) and appropriate state insurance licenses.
- Superior interpersonal skills and face-to-face relationship-building abilities.
- No more than two broker-dealers in the last 10 years.
What We Offer:
- Tools and technology to help you gather, manage, and service your clients.
- Development and training opportunities to support your educational needs.
- Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
- Mentorship and joint-work opportunities.
- Superior service and support.
- A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more.
- Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
About Us:
Financial Growth Partners is a leading provider of financial services, dedicated to helping our clients achieve their financial goals. We are committed to delivering exceptional service and support, and we are seeking a talented and experienced Financial Advisor to join our team.
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