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Investment Advisor

2 months ago

Hartford, Connecticut, United States Lifetime Recruiting Strategies Full time
About the Role

We are seeking a seasoned sales professional to join our team as a Financial Services Professional. As a Financial Services Professional, you will be responsible for building and maintaining relationships with clients, analyzing their financial needs, and providing tailored investment solutions.

Key Responsibilities
  • Analyze investment opportunities and client needs, and recommend appropriate strategies.
  • Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management.
  • Market and sell appropriate investment products, financial and wealth management services/products to clients.
  • Develop and cultivate your own client base/prospect and service clients business.
  • Prepare and deliver presentations/seminars to clients and prospects.
  • Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies.
  • Comply with all industry rules and regulations.
  • Build a clientele in niche or women and minority markets
Requirements
  • Track record of successful work experience for a period of a minimum of 5-6 years.
  • Candidates with 10-15 years experience in another career field are also encouraged to apply.
  • The ability to acquire Series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor.
  • Ability to communicate effectively with co-workers and clients.
  • Excellent written and oral communication skills.
  • A bachelor's degree is required; MBA is a plus, and 5-6  years of business experience and proven success in a previous sales related career field
  • Entrepreneur mindset, if you do not like to be micro-managed and know what you need to do in a day AND understand the concept of building a book of business with long term unlimited earning potential, then you are a perfect fit
  • Professional demeanor and strong understanding of the importance of building good relationships.
About Lifetime Recruiting Strategies

Lifetime Recruiting Strategies is a global brand seeking to hire the best and brightest sales professionals to join our team. We provide a base compensation, training, and commission to our Financial Services Professionals. We are looking for seasoned consultative sales professionals who are passionate about building long-term relationships with clients and helping them achieve their financial goals.