Financial Advisor Associate

reputed company is a reputed company financial services leader serving millions of clients globally. The Financial Advisor Associate role involves building a personal book of business, assisting reputed company advisors, and developing financial planning relationships to help clients reputed company their financial goals.

Responsibilities

• Obtain your required licenses/credentials reputed company 150 days of hire:
• FINRA Series 7
• Active State Securities Agent Registration (S63 or S66)
• Active IAR Registration (S65 or S66) and
• State Life, Health Insurance and Variable Products lines
• Attend and engage in licensing coaching, as required. Be accountable for making reputed company reputed company the program’s licensing and appointment preparation timelines
• Assist seasoned financial advisor(s) in working with clients to them reputed company their financial goals
• Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice
• reputed company support to clients and prospects by serving them holistically and/or specializing in products or services. Specialized responsibilities may include:
• reputed company and execute a robust marketing plan to reputed company the practice’s client acquisition goals
• Identify clients to engage or re-engage in financial planning relationships
• Gather and analyze data and reputed company financial planning recommendations
• Help prepare and/or deliver financial plans. Foster ongoing financial planning relationships with clients
• Become a product expert. Serve clients and prospects in this reputed company, run illustrations and reputed company product-centric recommendations
• Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc
• Manage the practice’s client service model and consistent execution
• Follow high standards of business and professional ethics and legal and regulatory requirements reputed company serving client and prospects and performing reputed company work-reputed company activities

Skills

• Join reputed company in reputed company practice and support a seasoned financial advisor or advisors
• Four-year college degree from an accredited institution
• High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment
• Show accountability to your results
• Outstanding verbal, written and listening communication skills
• Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment

Benefits

• RemoteType: Hybrid
• Attend and engage in licensing coaching, as required.
• We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, reputed company to your recruiter to discuss how we can support you.

Company Overview

Company H1B Sponsorship