What are the responsibilities and job description for the Financial Advisor position at Insight Financial Planning?
* This position is located in Norfolk, NE. Relocation or reliable commuting is required.
Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support tenured Financial Advisors in all servicing of the existing clients.
Salary:
- From $60,000.00 per year
Benefits:
- Simple IRA Plan
- Simple IRA Plan matching
- Paid time off - vacation and medical
Schedule:
- Full-time, 8 hour shift
- Monday to Friday
Experience:
- Financial concepts: 1 year (Preferred)
Essential Functions:
- Advising clients on the many aspects of the financial goals.
- Develop financial plans
- Research investment products/funds
- Trading
- Assisting in pre-appointment as well as post-appointment
- Completing and processing applications and forms
- Marketing
Requirements:
- Must be a college graduate
- Must obtain Series 7 and Series 66
- Have obtained or able to obtain appropriate state insurance license
- Ability to create a positive work environment
- Ability to effectively function as a team player
- Ability to follow a systemized workflow
- Ability to organize, prioritize and handle multiple tasks
- Ability to work required hours
- Ability to work beyond regular hours when needed
- Ability to work under pressure and meet deadlines
- Ability to be at work on a regular basis
- Skill in effective verbal and written communication
- Detail oriented
#hc112035
Salary : $60,000