What are the responsibilities and job description for the Corporate W2 Financial Advisor position at Larson Financial Group LLC?
The Financial Advisor will build and service a plethora of Clients helping them to manage their finances in order to achieve their financial goals. The Advisor will understand and use various products and services to design and execute the financial plan. The Advisor is a sales-oriented position in a rapidly growing firm with many cross-selling opportunities. The Advisor will communicate effectively will all parts of the business to ensure excellent service is provided to the Clients. The Advisor will be required to know and adhere to all legal and regulatory requirements. This position is a salary-based role with a significant upside potential based on performance of the individual and sales goals.
This role will report to a manager of Corporate Financial Advisors.
Responsibilities Include :
- Work various lead sources, conduct client meetings, offer and selling product solutions that fit Clients' financial needs
- Run insurance illustrations, construct financial plans, report investment performance
- Communicate investment advice and execute financial plans
- Work jointly with operations teams and others to ensure concierge Client experience
- Manage and foster all Client relationships in a healthy manner
- Abide by all legal and regulatory requirements of the Advisor role
Competencies :
industry standards, compliance regulations, and evolving technology.
Qualifications :
