What are the responsibilities and job description for the Financial Advisor position at Riptide Search?
Our client seeking a dedicated, driven, and licensed Financial Advisor to join their team. They offer extensive resources and support to help you build a successful career in the financial services industry.
Position Overview :
As a Financial Advisor, you will provide expert advice to clients regarding investments, insurance, retirement, tax strategies, and other financial planning needs. Your role will focus on building long-term relationships with clients, while offering personalized financial solutions to help them achieve their financial goals.
We provide all necessary tools, equipment, seminars, and marketing resources to ensure you succeed in this role.
Key Responsibilities :
- Client Consultation & Financial Planning :
- Conduct thorough financial assessments and identify clients' short-term and long-term goals.
- Provide tailored financial strategies covering investments, insurance, retirement, and estate planning.
- Maintain long-term relationships with clients by offering ongoing advice and adjustments to their financial plans.
- Market & Client Acquisition :
- Prospect and generate new business opportunities by leveraging provided marketing resources.
- Build a book of business through personal outreach, referrals, and networking opportunities.
- Compliance & Licensing :
- Ensure all activities comply with regulatory requirements, including all applicable laws and internal policies.
- Maintain an active 215 Life and Health Insurance License (required).
- Ongoing Education & Development :
- Participate in seminars, training programs, and continued education opportunities (provided).
- Stay current on financial industry trends, tax laws, and investment strategies to best advise clients.
- Performance & Growth :
- Set and achieve individual sales and client service goals.
- Work collaboratively with team members to share knowledge and improve overall client satisfaction. Requirements :
- Licensing :
- Active 215 Life and Health Insurance License is required .
Experience :
Skills :
Technology & Tools :