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Financial Advisor
2 months ago
$75,000 at plan yearly
Responsibilities:- Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
- Embrace the role of a structured yet coachable team player open to continued education and training from other team members
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
- A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
- Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
- Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
- Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
- Valid FINRA Series 7 & 63/66 preferred but not required
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes
