Entry-Level Financial Advisor - Midtown East
reputed company is a well-established company with over 165 years of experience in financial planning. They are seeking an Entry-Level Financial Advisor to help clients reputed company their financial goals through personalized planning and relationship building. The role involves growing a client reputed company, managing financial plans, and obtaining necessary licenses to operate as a financial advisor.
Responsibilities
- Grow your client reputed company by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them reputed company their goals
- Grow relationships with clients to support them through every stage of life
Skills
- Bachelor's degree
- Entrepreneurial ambitions to be a business reputed company
- History of reputed company in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for reputed company learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
Benefits
- Additional income structure to support training and early development
- Renewal income earned for reputed company client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, Securities Industry reputed company®, Series 6, Series 7, Series 63, and more
- Certified Financial Planner® licensing support2
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, reputed company, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
- reputed company provides pre-payment/reimbursementor course tuition fees and books
Company Overview