Financial Advisor II -- National Company

  • Full-time

Company Description

Large, national and growing Financial Institution is adding to the team due to growth.  Company offers great teamwork atmosphere, work / life balance, and a career path. They are known for being people centric and for giving back to the community. Company provides support to help you be successful. No micromanagement, just empowerment to drive the business. 

Job Description

As a Financial Advisor, you will be responsible for proactively marketing the Company’s managed accounts, products and services to new and existing clients. 

Responsibilities:

  • Develop and implement business and marketing investment products and services to new and existing clients
  • Providing marketing plans including financial planning services retirement planning, and education funding, etc.
  • Discuss financial concerns and needs of individuals
  • Focusing on bringing profitable business to the company, maintaining these relationships, and staying current on which products may be appropriate for clients
  • Actively prospect and network for potential clients, developing business and generating referral sources 
  • Analyzing financial data to provide recommendations to clients
  • Meeting with clients regularly to review financial plans, objectives, tax situations, and investment portfolios
  • The candidate will actively develop new business while also managing and maintaining existing client relationships

Qualifications

Requirements:

  • Bachelor's Degree or 5+ years of related experience
  • Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; General Lines License: Life, Accident, Health, and HMO Insurance 
  • Proficient in Microsoft computer applications
  • Excellent written and verbal communication skills
  • Strong organization skills and time management ability
  • Strong interpersonal skills
  • Self-starter and highly motivated
  • History of personal success

Preferred:

  • 5+ years investment related sales experience, with portfolio management, security analysis, and client interaction experience
  • Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA
  • Master's Degree in Business, Economics, or related discipline

Additional Information

$70,000 - $100,000 + commissions and great benefits