P1 Advisor

• Work with an experienced advisor to build a personal book of business and help shape clients' financial future.
• Develop an ongoing financial planning relationship focused on accomplishing clients goals.
• Build a pipeline, complete with personal and professional contacts and new leads.
• Obtain your required licenses/credentials within 150 days of hire.
• Assist seasoned financial advisor(s) in working with clients to achieve their financial goals.
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
• Provide support to clients and prospects by serving them holistically and/or specializing in products or services.
• Develop and execute a robust marketing plan to achieve the practice's client acquisition goals.
• Identify clients to engage or re-engage in financial planning relationships.
• Gather and analyze data and develop financial planning recommendations.
• Help prepare and/or deliver financial plans.
• Foster ongoing financial planning relationships with clients.
• Become a product expert.
• Manage specific parts of the business.

• Four-year college degree from an accredited institution.
• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
• Show accountability to your results.
• Outstanding verbal, written and listening communication skills.
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment.

Demonstrates expertise in financial planning and client relationship management, with a strong focus on achieving client goals and delivering exceptional service. Possesses the ability to develop and execute marketing strategies to drive client acquisition and engagement.

• Financial Planning
• Client Relationship Management
• Marketing Strategy Development
• Data Analysis
• Product Expertise

• Financial Planning
• Data Analysis
• Client Acquisition
• Financial Recommendations
• Marketing Plan Execution

• Communication Skills
• Team Collaboration
• Perseverance
• Accountability
• Desire to Learn

• Required Licenses/Credentials

• Financial Services
• Client Experience
• Goal-Oriented Environment
• Holistic Support
• Pipeline Development