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Team Based Financial Advisor
Job in
Fayetteville, Washington County, Arkansas, 72702, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
- Study for and obtain necessary resident-state and securities/insurance licenses during the first 8 to 13 weeks
- Potentially enroll in a comprehensive 6-week training program after licensing
- Build a book of business with the goal of joining the sponsoring team as a traditional financial advisor
- Meet potential clients and build genuine, long-term relationships based on shared values and goals
- Educate and empower clients regarding investments, insurance, retirement and generosity
- Build a personal network through local nonprofits, churches and businesses
- Develop financial-advisor skills and best practices
- Serve clients with mentorship through joint field work
- Bachelor’s degree or equivalent experience
- Satisfactory background check
- Fingerprinting
- Securities registration and/or insurance licensing verification, if applicable
- Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint, and Salesforce
- Ability to handle multiple tasks and maintain high-quality work during frequent interruptions
- Ability to maintain the integrity of sensitive and confidential information
- Necessary licenses may include resident-state Life, Health and Annuity; SIE;
Series 6 and 63;
Series 7 and 66; or Series 7, 63 and 65
Demonstrates expertise in building client relationships and developing financial advisory skills, while maintaining compliance with licensing requirements and handling sensitive information. Proficient in utilizing business tools to enhance client engagement and operational efficiency.
Highest-signal resume keywords- Bachelor's Degree
- Securities Licensing
- Insurance Licensing
- Microsoft Office Suite
- Salesforce
- Financial Advisory Skills
- Client Relationship Management
- Investment Education
- Insurance Knowledge
- Retirement Planning
- Interpersonal Skills
- Mentorship
- Time Management
- Integrity
- Communication
- Life License
- Health License
- Annuity License
- SIE
- Series 6
- Series 63
- Series 7
- Series 66
- Series 65
- Financial Services
- Client Empowerment
- Book of Business
- Networking
- Nonprofit Engagement
- Microsoft Word
- Microsoft Excel
- Microsoft Power Point
- Salesforce
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