Financial Advisor

Responsibilities

• Learn and understand the entire operation of practice.
• Participate in Joint Fieldwork to build expertise and learn best-practices within the industry.
• Meet with new and existing clients to build a book of business and grow relationships.
• Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts.
• Position products, services, and strategies to help clients gain financial clarity.
• Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
• Participate in events to attract new clients and provide financial education to the local community.
• Research and respond to client inquiries.
• Collaborate with Lead Advisor on complex scenarios.
• Schedule, prep, and document all your client meetings.
• Other responsibilities as assigned by the Lead Advisor.

• Bachelor’s degree or equivalent experience.
• Military veterans are encouraged to apply.
• Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions.
• Ability to maintain integrity of sensitive/confidential information.