What are the responsibilities and job description for the Jr. Financial Advisor position at Brookside Tax & Financial Group, LLC?
It is time to explore new challenges in your career. Brookside Tax & Financial Group is an independent, privately-owned financial services firm in Parma, OH. We are looking to add a full-time Jr. Financial Advisor to our team.
If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.
- Value We Deliver :
- Access to service existing clients and prospective clients
- Top-notch administrative support
- Name and brand recognition of firm due to length of time & presence in the community
- Paid marketing support
- The equipment and software you need for illustrations and reports
- Income and growth potential that’s capped only by your ambition
- Access to shadow a successful financial advisor to help mentor and train you
- Our Investments in You :
- Health, Dental and Vision insurance
- Retirement Plan
- Professional development
- The Expertise We’re Looking For :
- Prior Experience Working in Financial Advisory Industry
- Preferred)
- High School Diploma
- Required)
- Bachelor’s or Associate’s Degree in Finance or Similar Field
- Preferred)
- Active State-Specific Life Insurance License
- Preferred and must obtain within 45 days of start date)
- Series 65 / 66
- Preferred and must obtain within 9 months of start date)
- What you Will Be Responsible For :
- Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients
- Prepare and participate in new client meetings and conduct meeting follow ups
- Actively call out to clients and prospective clients to cultivate new business
- Network to generate and build prospective client list
- Develop and execute additional prospecting and marketing strategies, as required
- Interview prospective clients to obtain data about their financial resources and needs
- Explain features, advantages, concepts and disadvantages of investments and insurance products to meet client / prospect needs and promote sales
- Call on clients to deliver and explain policies, strategies and suggest additions or changes
- Collaborate and prepare comprehensive financial plan recommendations
- Prepare and participate in existing client annual review meetings
- Assist in handling client inquiries and service requests
- Assist with the completion and review of applications
- All other duties as assigned
- Key Traits of a Successful Jr. Financial Advisor :
- Highly motivated
- Client first mentality
- Entrepreneurial mindset and desire to grow the firm
- Process driven
- Excellent interpersonal skills
- Strong attention to detail
- Organized
- Ability to adhere to rules and regulations as stated and required by the firm
- Pay :
- 50,000 plus commission and bonus opportunities
Check us out!
Job Type : Full-time
Pay : From $50,000.00 per year
Benefits :
Compensation Package :
Ability to Relocate :
Work Location : In person
Salary : $50,000
