What are the responsibilities and job description for the Financial Advisor position at Priority Financial Group?
Join Our Team as a Financial Advisor
We're seeking a high-quality, driven, and energetic Financial Advisor to work with one of our top bank partners. This is an opportunity to provide holistic financial planning while building meaningful client relationships and making an impact in the financial services industry.
Key Benefits:
• Competitive Base Salary: $60,000 annually
• Established Book: Earn additional fee-based income from established book.
• Comprehensive Benefits Package: Including health, dental, vision, and retirement options.
• Equity Opportunity: Earn equity based on tenure and success.
• Additional Perks: Full-time administrative support, marketing assistance, office space, and paid affiliation fees.
About the Role:
• Leverage fee-based financial planning tools to help clients achieve personal, business, education, retirement, and estate planning goals.
• Provide investment, insurance, and estate planning services to assigned clients.
• Conduct financial education services for bank members.
• Perform proactive prospecting within the Bank and externally to establish new relationships.
• Maintain and document client meetings and annual reviews via Salesforce, identifying new opportunities.
• Utilize technology and compliance-required profile forms, ensuring adherence to all regulations.
• Follow bank policies to maintain compliance with federal and internal guidelines.
• Adhere to company policies and procedures, including annual compliance training and risk management policies.
Requirements:
• 2 years of financial industry experience in financial planning and sales.
• Bachelor's degree preferred (or equivalent experience).
• FINRA and State Insurance licensing (Series 7, Series 65/66, and Life & Health Insurance).
• Certified Financial Planner (CFP) preferred.
• Proven success in client advising and relationship management.
• Strong interpersonal and collaboration skills.
• Ability to manage a high-volume client base effectively.
EEO Statement:
Priority Financial Group is an equal opportunity employer. We embrace diversity and inclusion and are committed to creating a workplace that celebrates and supports employees from all backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Salary : $60,000