Financial Advisor

As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor). Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.ResponsibilitiesProspecting for clients through referrals, personal observation and networkingDeveloping and maintaining long-term relationships with clientsFact gathering and needs analyses to arrive at client-centric financial solutionsExpanding personal knowledge and skills through ongoing professional development and joint work with fellow associatesQualificationsStrong interpersonal skills and customer service focusMarket developmentnetworking abilitiesPresentation and organization skillsStrong work ethic, self-motivated and goal-orientedBA, BS, andor graduate degree or equivalent work experience requiredBenefits Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Created: 2025-02-18