What are the responsibilities and job description for the Financial Advisor position at Lifetime Recruiting Strategies?
Advanced Financial planner needed! asap!in one of the Elite Financial Advisory firms. Candidate will work with seminar invites, help the new reps when they are hired, as well as schedule meetings for Managing Partner.
Will target market business owners, consultants, attorneys, CPA’s, commercial real estate, hedge fund, private equity and more.
Training in advanced markets, and complex issues
- Bachelors degree
- NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses
- working towards, Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred
- Minimum of 2years of experience in financial sales capacity providing financial planning services to high net worth clients
- Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues
- Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership.
- Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player
- Experience with client relationship management systems
- Apply online at www.lifetimerecruiting,com or email us at recruiterchic@gmail.com
