Financial Advisor

5 days ago

Sewickley, Pennsylvania, United States Advisor Employee Services Full time $30,000 - $60,000 per year

Financial Advisor - Insurance

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you Our well-established and growing financial firm in Sewickley, PA is seeking to add a Financial Advisor to our Team

The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – to include introducing the main Advisor.

Key Traits:

  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build client base
  • Persuasive ability

Minimum Requirements:

  • College degree preferred
  • 2+ years of financial services experience with an emphasis on sales
  • Insurance License required; Series 65 a plus
  • Understanding of fixed index annuities
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
  • Experience with Salesforce CRM preferred

Position Responsibilities:

  • Prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care, and managed money
  • Conduct outbound calls and engage in consistent follow-up activities to nurture sales leads
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Assist main Advisor with meeting individual and team goals

Salary:

  • $2,000/month salary draw + commission

Hours:

  • Monday – Friday, flexible working hours

Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

  • Trading Analyst

    3 days ago

    Sewickley, Pennsylvania, United States Fragasso Financial Advisors Full time $65,000 - $80,000 per year

    Trading AnalystFragasso Financial Advisors is a Pittsburgh-based wealth management firm. We are passionate about creating an exceptional client experience, and we have been helping clients work toward their financial goals since 1972.We are currently seeking an experienced, detail-oriented financial professional for our Trading Analyst position. This...

  • Client Associate/Registered Client Associate

    5 days ago

    Sewickley, Pennsylvania, United States RBC Full time $60,000 - $90,000 per year

    Job DescriptionWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.  As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our...

  • Premier Client Banker- Wealth Management

    21 hours ago

    Sewickley, Pennsylvania, United States PNC Full time $80,000 - $150,000 per year

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Paraplanner/Support Advisor

    2 weeks ago

    Sewickley, United States Kestra Financial Independent Advisor Full time

    The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development. Essential Duties and Responsibilities Support Lead Advisor with analysis, client service, and technical assistance...

  • Branch Manager

    2 weeks ago

    Sewickley, United States Ameriprise Financial Full time

    The Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through...

  • Branch Manager

    4 weeks ago

    Sewickley, United States Ameriprise Financial Full time

    Branch ManagerThe Branch Manager role leads one or more Ameriprise owned branch offices. They are responsible for understanding the local market and executing a business plan to grow the branch profitably. Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the...

  • Wealth Planner

    1 week ago

    Sewickley, United States Bank of America Full time

    Description :This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job...

  • Wealth Planner

    4 weeks ago

    Sewickley, United States Bank of America Full time

    Merrill Wealth ManagementMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement,...

  • Client Associate/Registered Client Associate

    2 weeks ago

    Sewickley, PA, United States Royal Bank of Canada Full time

    Job Description What is the opportunity? Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our...

  • Wealth Planner

    1 week ago

    Sewickley, PA, United States Bank of America Full time

    Wealth Planner Sewickley, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sewickley/Wealth-Planner--FP-_25028024) Job Description: Merrill Wealth Management is a...

  • Wealth Planner

    2 weeks ago

    Sewickley, PA, United States Bank of America Full time

    Wealth Planner Sewickley, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sewickley/Wealth-Planner--FP-_25028024) Job Description: Merrill Wealth Management is a...

  • Wealth Planner

    2 weeks ago

    Sewickley, PA, United States Bank of America Full time

    Wealth Planner Sewickley, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sewickley/Wealth-Planner--FP-_25028024) Job Description: Merrill Wealth Management is a...

  • Wealth Planner

    6 days ago

    Sewickley, PA, United States Bank of America Full time

    Wealth Planner Sewickley, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sewickley/Wealth-Planner--FP-_25028024) Job Description: Merrill Wealth Management is a...