You haven't searched anything yet.
A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience.
Responsibilities:
· Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements.
· Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs.
· Balance client needs, prospect building, compliance, and personal growth.
· Utilize resources of experts to identify planning and investment strategies.
· Complete required training, performance goals and continuing education requirements.
· Acquire clients through individual marketing techniques.
Required Skills
· Proven ability to engage and influence a full range of individuals.
· Extraordinary interpersonal and relationship building skills.
· Effective communication skills with the ability to build trust with clients.
· Demonstrated ability to assess the needs of clients and recommend suitable solutions.
Qualifications
· A 4 year Bachelor’s Degree.
· Knowledge of the Financial Advisor role.
· Proven track record of success.
· 3 years of financial advising experience.
· Life/Health Insurance licensed.
· Series 65 or 66 license is required.
· A book of business is a plus.
Full Time
Investment Management
$57k-76k (estimate)
09/03/2023
08/11/2024
granitebayfinancialplanner.com
Granite Bay, CA
<25
Investment Management
The job skills required for Financial Advisor include Communication Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.