Financial Advisor

Series 7, 66 or 63 and 65
Proven work history with experience as a financial advisor, planner, specialist or another relevant role
Consistent track record of successful financial guidance
Ability to analyze the market data in order to formulate and provide appropriate, data-based financial advice
Solid communication, negotiation, and presentation skills
Attention to detail and consistent accuracy with all data
Highly articulate and able to explain complex information clearly and simply
Self-motivated
Strong working knowledge across a variety of financial products and services (debt management, cash management, insurance coverage, investments, etc.)

Build rapport and professional relationships with clients, prospects, and colleagues
Be committed to client retention, client recruiting, and superior customer service
Gather assets for fee-based and traditional brokerage accounts
Go on calls with clients and potential clients
Maintain a high level of compliance with FINRA, SEC, and firm rules and regulations
Meet sales quotas
Assess client’s overall financial picture, truly understand their needs and then develop a relevant, solid financial plan
Oversee the course of financial plans and updating it if necessary, to ensure profits
Cultivate our client base and build win-win relationships
Adhere to compliance with all industry rules and regulations
Administer presentations for new prospects and referrals
Work collaboratively with other team members
Identify and deepen relationships with clients and potential clients
Possess knowledge of a wide array of financial products and services
Keep up on new industry trends and research the market to back up financial consulting decisions
Network, generate leads and seize opportunities to sell mutual funds, stocks, bonds, etc
Other duties, as they arise

No preferred qualifications provided.