Financial Advisor
2 days ago
$130,500 At plan commission
Responsibilities:- Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
- Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
- Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
- Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
- Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
- Up-to-date FINRA Series 7 & 63/66 documents are a bonus
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
Est. 1951 National Financial Network (NFN) is an established financial services firm that has provided comprehensive financial strategies for over 71 years.
Vision
To cultivate a collaborative environment that empowers the ambitious to achieve their utmost potential.
Mission
Empowering excellence with Integrity: National Financial Networks provides unparalleled service by uniting financial professionals, with leading technology, and personalized attention to enduring relationships.
Committed to the highest ethical standards we offer exceptional guidance and support leading towards financial success and well-being.
Values
Believe in what you do, do what you believe:
We help people
We never stop learning
We have fun
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