What are the responsibilities and job description for the Financial Advisor position at Provision People?
Summary:
We are seeking Financial Advisors and Wealth Advisors with experience with Life Insurance, Annuities, and Investments, that are looking for strong transition packages and the ability to service their clients (and prospective clients) better.
Responsibilities:
- Offer Life Insurance, Annuities, and Investments
- Prospect new client relationships
- Maintain and grow client relationships
- Attend events, and in-person networking opportunities
- Understand the needs of clients and devise a financial strategy to help them meet their goals/objectives
Requirements:
- Bachelors degree
- 2 years of experience as a Financial Advisor or Wealth Advisor offering Life Insurance, Annuities, and/or Investments
- Series 6, 7, or 63
- Ability to build and maintain relationships
- Organized and time management savvy
