What are the responsibilities and job description for the Financial Advisor position at Find Great People | FGP?
A growing Wealth Management firm is seeking a passionate and hard working individual to join their team as a Financial Advisor . The ideal candidate will have a team-player and client first mindset and be open to learning and growing with a great team. The Series 7 and 66 certifications must be currently held or acquired after being hired.
This would be a great position for someone looking to get their foot in the door and grow within the financial advising industry, or someone with experience looking for a place to transfer their current book of business.
Responsibilities :
- Review client 401k’s and generate proposals using MorningStar
- Guide clients through rollovers
- Generate insurance quotes and meet with clients to review
- Manage estate claims
- Go to probate with clients when necessary
- Support fellow employees when and where necessary
- Maintain all necessary licenses (i.e. Series 7 & 66)
Qualifications :
Compensation and Benefits :
