Company Overview:
Our client is a large enterprise investment management firm that prioritizes the success and satisfaction of their Financial Advisors. Their culture revolves around providing unparalleled support and resources to empower their advisors in building resilient client futures through exceptional investment acumen.
Job Description:
As a Financial Advisor with their firm, you will have the opportunity to represent a company that values your expertise and places your needs at the forefront of their operations. We are seeking individuals who are passionate about guiding clients towards financial success and who thrive in an environment that fosters entrepreneurship and innovation.
Key Responsibilities:
- Provide comprehensive financial planning and investment advice to clients based on their unique goals, risk tolerance, and financial situation.
- Develop and maintain strong client relationships through regular communication and personalized service.
- Stay informed about market trends, investment products, and financial regulations to effectively advise clients and make informed recommendations.
- Collaborate with other team members and departments to leverage resources and provide holistic financial solutions.
- Continuously prospect for new clients and expand your client base through networking, referrals, and marketing efforts.
- Adhere to ethical and professional standards set forth by regulatory bodies and the company.
Qualifications:
- Established Book of Client Business with room for growth.
- Bachelor’s degree in finance, Business, Economics, or related field. Advanced degrees or certifications such as, CFP, CFA, or ChFC are preferred.
- Series 7/63 (65/66) Required Series 57 preferred.
- Proven track record of success in financial advising or related roles, with a minimum of 4 years of experience in the industry.
- Strong understanding of investment products, financial markets, and tax implications.
- Excellent communication, interpersonal, and negotiation skills.
- Ability to work independently and as part of a team in a fast-paced, dynamic environment.
- Demonstrated commitment to client service and ethical conduct.
Benefits:
- Comprehensive benefits package including health insurance, retirement plans, and paid time off.
- Ongoing training and professional development opportunities to enhance your skills and knowledge.
- Access to cutting-edge technology and tools to streamline your workflow and improve efficiency.
If you are a dedicated Financial Advisor looking for a rewarding career opportunity with a firm that values your contributions and supports your professional growth, we encourage you to apply today. Join us in making a difference in the lives of our clients and shaping the future of investment management.