Financial Advisor

Posted 2 days ago

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills.

• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs

Previous success in customer consultation, relationship management, preferably in financial services

Understanding of financial services

2-3 years of previous experience working in the financial services industry

Life, Health, and Annuity Licensed

Series 6, 63, and 65 or Series 7, 66 Licensed(Preferred)

Results-oriented

Proficient in networking

Enterprising spirit

$100,000 - $125,000 yearly

Your Direction, Your Decision

Forward-thinkers wanted! Work in an environment where you are the captain of your destiny.

Achieve success in a career helping others. Recent demographic, economic, and global trends have created enormous opportunities for Financial Professionals.

Complement your own financial goals with a career where your income potential is virtually unlimited and tied to the time and energy you invest. The more you produce, the higher the potential.