What are the responsibilities and job description for the Financial Advisor position at W3Global?
About role: The Financial Advisor will be the primary responsibility for servicing our existing clients. Initial duties include working alongside the main Advisor and the team during client review meetings, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients and client relationship building.
Key Traits
Key Traits
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build a client base
- Persuasive ability
- Bachelor's degree
- Must be dually licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.
- Proven experience in financial sales.
- Ability to independently close business.
- Strong understanding of wealth management principles and investment strategies.
- Excellent math skills with the ability to analyze complex financial data.
- Exceptional sales skills with a focus on customer relationship management.
- Ability to communicate complex financial concepts clearly and effectively to clients.
- Strong organizational skills with attention to detail in managing client portfolios.
- Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm.
- Offer strategic advice to existing clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more.
- Complete the account opening process for new business obtained from existing clients
- Move money from accounts per industry and federal regulations
- Perform market research to stay current with financial trends
- Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more.
- Maintain compliance with all rules and regulations in the financial industry
- Identify and pursue new business opportunities through existing client base, networking, and referrals
