What are the responsibilities and job description for the Financial Advisor (7/66 Licensed) position at Financial Integrators?
Job Description
Job Description
Description :
Financial Integrators, a dynamic, holistic financial advisory firm, is seeking a fully licensed Financial Advisor (7 / 66) to join our team of financial advisors. The successful candidate will be congenial, organized, and will exhibit a keen interest in finance-related topics with the desire to help clients work toward their goals. This position includes a base salary as well as the potential for additional variable compensation.
Specific job duties include, but are not limited to :
- Meeting with clients of simple to moderate complexity to ascertain their financial objectives, risk tolerance, income, expenses and assets
- Assisting with the development of clients’ financial plans using financial information and knowledge of current legislation
- Maintaining excellent relationships with customers using professional oral and written communication skills
- Educating clients on products and services available to help them best utilize their available funds and achieve important monetary goals
- Exceeding customer expectations with accurate, efficient, courteous, and professional service
- Researching and recommending investment opportunities for clients
- Offering strategic advice regarding risk management strategies such as insurance coverage, annuity products, and debt management tools
- Performing market research to stay current with financial trends
- Maintaining compliance with all rules and regulations in the financial industry
- Utilizing proper security processes to protect client information
- Completing all mandatory training in a timely manner, including continuing education for FINRA licenses
Benefits :
Financial Integrators offers a full array of benefits including medical, dental, and vision insurance, 401(k) plan with company contribution, Paid Time Off, Volunteer Time Off, flexible working arrangements, and a professional, supportive work culture.
Requirements : Qualifications :
Physical Requirements :
Standing or sitting for extended periods of time in an office environment
Working on a computer for extended periods of time
Lifting up to 15 pounds