What are the responsibilities and job description for the Financial Advisor - RIA Firm - Parsippany, NJ position at Advisor Employee Services?
Financial Advisor
Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm, Ronald Gelok & Associates in (Parsippany, NJ) is seeking to add a Financial Advisor to our Team!
The Financial Advisor will be the primary responsibility for servicing our existing clients. Initial duties include working alongside the main Advisor and the team during client review meetings, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients and client relationship building.
Join us as a Financial Advisor where you can make a significant impact on our client’s financial future while advancing your career in a dynamic environment.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build a client base
- Persuasive ability
Minimum Requirements:
- Bachelor’s degree
- Must be dually licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.
- Proven experience in financial sales.
- Ability to independently close business.
- Strong understanding of wealth management principles and investment strategies.
- Excellent math skills with the ability to analyze complex financial data.
- Exceptional sales skills with a focus on customer relationship management.
- Ability to communicate complex financial concepts clearly and effectively to clients.
- Strong organizational skills with attention to detail in managing client portfolios.
Position Responsibilities:
- Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm.
- Offer strategic advice to existing clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more.
- Complete the account opening process for new business obtained from existing clients
- Move money from accounts per industry and federal regulations
- Perform market research to stay current with financial trends
- Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more.
- Maintain compliance with all rules and regulations in the financial industry
- Identify and pursue new business opportunities through existing client base, networking, and referrals
Salary:
- $50,000-$60,000 base commission
Benefits:
- Health, Dental and Vision
- PTO
- 401k
- Paid Training
Hours:
- Monday – Thursday: 9:00 am -5:00 pm
- Fridays: 9:00 am – 4:30 pm
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
