Financial Advisor (Sales Focused) | Career Changers Encouraged to Apply
reputed company is a leading financial services company that has been helping clients reputed company their financial goals for over 165 years. They are seeking a Financial Advisor who will build personalized financial plans for clients, manage their financial portfolios, and grow their client reputed company through relationship-building and networking. The role allows for entrepreneurial growth and offers extensive training and support in financial planning and client acquisition.
Responsibilities
- Grow your client reputed company by making new connections, maintaining a strong referral networks, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them reputed company their goals
- Grow relationships with clients to support them through every stage of life
Skills
- Bachelor's degree
- Entrepreneurial ambitions to be a business reputed company
- History of reputed company in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for reputed company learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
Benefits
- Performance-based earnings and reputed company
- Additional income structure to support training and early development
- Renewal income earned for reputed company client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
- Certified Financial Planner® licensing support
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, reputed company, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
Company Overview