What are the responsibilities and job description for the Financial Advisor position at District 54 Insurance?
Welcome to District 54 Insurance, a pioneering institution in the field of financial advisory services. As we continue to evolve and adapt to the needs of our global clientele, we take pride in offering our talented team the flexibility of a fully remote working environment. Although our base is rooted in Rochester, Minnesota, our reach and expertise extend far beyond, allowing us to harness a diverse array of perspectives and strategies. We are seeking optimistic and proactive Financial Advisors who are eager to contribute to our ethos of innovation and excellence. In this critical role, you will be entrusted with guiding our valued clients through personalized financial planning, tailored investment strategies, and ongoing wealth management. Our culture thrives on positive reinforcement and collaboration, making it the ideal setting for driven professionals who aspire to make a significant impact. Join us at District 54 Insurance, where your expertise will be appreciated, your growth will be supported, and your success will be celebrated!
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Disability Insurance
Retirement Plan
Parental Leave
Flexible Schedule
Evenings Off
Health Insurance
Hands on Training
Tuition Reimbursement
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Work from Home
Responsibilities
Client Engagement : Communicate proactively with clients to understand their financial goals and retail investment needs, providing precise, personalized advice.
Financial Planning : Develop personalized financial plans based on individual client needs and objectives, ensuring comprehensive investment portfolios.
Consultation : Offer tailored consultations, helping clients navigate complex financial landscapes and plan for their future.
Market Analysis : Stay informed about market trends, financial regulations, and investment vehicles to provide informed and sound advice.
Relationship Building : Maintain strong, long-lasting relationships with clients to ensure ongoing satisfaction and loyalty of the agency.
Compliance : Adhere to industry regulations and company policies in communicating and providing advice to clients.
Requirement
Licensing : Must possess the required FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
Experience : At least 3 years of experience as a financial advisor or in a similar role.
Education : A bachelor's degree in finance, business administration, or a related field is preferred.
Communication Skills : Excellent verbal and written communication skills, with the ability to explain complex financial concepts clearly.
Remote Work Skills : Proven ability to work independently in a remote setting, with strong time management and organizational skills.
Client-focused : A strong commitment to providing exceptional customer service and addressing client needs effectively.
Technology Use : Proficiency in using CRM software and financial planning tools.
Ethics : A high degree of professional ethics and integrity.
Salary : $200,000 - $250,000
