What are the responsibilities and job description for the Financial Advisor position at District 54 Insurance?
Job Description
Job Description
District 54 Insurance invites you to join our esteemed team as a Financial Advisor, where vibrant career opportunities await in Minneapolis, Minnesota. Our hybrid remote model offers the perfect blend of flexibility, allowing you to enjoy the vibrancy of our office culture and the convenience of remote work. As a Financial Advisor, you will be instrumental in guiding clients towards achieving their financial dreams with personalized and strategic advice. We value enthusiasm and positive energy, encouraging innovation and collaboration in our pursuit of financial success for our clients. At District 54 Insurance, we foster a supportive environment that champions your development and recognizes your contribution to our shared goals. If you're eager to make a meaningful impact and thrive in a dynamic atmosphere, we eagerly await your application.
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Disability Insurance
Retirement Plan
Parental Leave
Flexible Schedule
Health Insurance
Hands on Training
Evenings Off
Tuition Reimbursement
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Responsibilities
Client Engagement : Develop and nurture relationships with clients by understanding their financial needs and objectives.
Consultative Advice : Provide expert financial advice, helping clients to make informed decisions about investment opportunities, estate planning, tax management, and retirement strategies.
Portfolio Management : Oversee and manage client portfolios, ensuring alignment with their risk tolerance and financial goals, while optimizing for performance.
Financial Planning : Create comprehensive financial plans tailored to each client's unique circumstances, utilizing diverse investment and financial products.
Market Analysis : Continuously monitor financial markets, staying informed about economic trends and developments to offer timely advice.
Compliance : Ensure all advice and actions adhere to industry regulations and company policies, maintaining ethical standards.
Requirements
Licensing : Active certification in financial advising or a willingness to obtain one.
Experience : Proven experience in financial advising, financial planning, or a related discipline.
Communication Skills : Excellent verbal and written communication skills, with an ability to simplify complex financial concepts.
Client-focused : A genuine desire to help clients achieve their financial goals and enhance their financial well-being.
Analytical Skills : Strong analytical and problem-solving skills to assess client needs and develop tailored financial strategies.
Adaptability : Flexibility to work both remotely and on-site in Minneapolis, adapting to dynamic team environments.
Continuous Learning : Ability to stay updated on financial industry trends, regulatory changes, and new financial products.
Technical Proficiency : Proficiency with financial software, CRM systems, and other relevant digital tools.
