What are the responsibilities and job description for the Financial Advisor position at Wood Financial Group?
Job description
Are you looking to grow and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm is expanding and seeking to add an Advisor to our already successful organization.
This Advisor will have the opportunity to help existing clients with ongoing financial plans and to grow our offices by meeting one on one with potential clients who’ve learned about us through a variety of sources including workshops, referrals, radio and TV. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Minimum Requirements :
- College degree preferred
- 4 years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal & management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- Proficiency with Office Suite including a strong working knowledge of Excel
Position Responsibilities :
Key Traits :
This exciting position offers a base pay of approximately $60,000 plus the ability to earn commissions! Total compensation range $150,000-$300,000
Salary : $150,000 - $300,000