Financial Planning Consultant
6 days ago
As a Jr. Financial Advisor at Brookside Tax & Financial Group, you will be responsible for:
Communicating with consumers to initiate prospective relationships and foster existing client connections
Preparing and participating in new client meetings and conducting meeting follow-ups
Actively calling out to clients and prospective clients to cultivate new business
Networking to generate and build prospective client lists
Developing and executing additional prospecting and marketing strategies
Interviewing prospective clients to obtain data about their financial resources and needs
Explaining features, advantages, concepts, and disadvantages of investments and insurance products to meet client/prospect needs and promote sales
Collaborating with other team members to ensure seamless delivery of services to our clients
To be successful in this role, you will need to possess the following skills and qualifications:
Prior experience working in the financial advisory industry (preferred)
A high school diploma and a Bachelor's or Associate's degree in finance or a related field (required)
Active state-specific life insurance licenses and Series 65/66 licenses (preferred but not required)
We are committed to investing in our employees' professional development and offer opportunities for growth and advancement. If you are a motivated and results-driven individual with a strong desire to grow your career in the financial services industry, we encourage you to apply for this exciting opportunity.
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