Marketing Director Path To Financial Advisor

Associate Financial Advisor: Marketing Director Transition As a marketing director, you have been crucial in growing a client base, driving sales revenue, and building strong relationships with existing clients. For those professionals who want to take their career to a new level, you will transition your strong account management skills and combine those with paid licensing to become a licensed financial professional advisor. You will play a vital role in managing and expanding relationships with clients who desire strong planning skills, guidance, and ongoing counsel. This is a growth opportunity for a candidate who is passionate about providing exceptional service and driving revenue growth while building on your marketing expertise to develop your own practice. Ideal candidates should have at least 3-5 years of experience in marketing leadership and client relations, strong communication skills, and the ability to learn and communicate market and investment product knowledge for systematic strategies. Responsibilities: • Serve as a collaborative team player willing to further development through continued training opportunities • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives • Support clients' progress toward their financial goals through strategic product, plan, and investment recommendations • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Qualifications: • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • A bachelor's degree in journalism, marketing, business administration or communications is required • Willingness to learn and obtain life/health and securities (Series 6/7/63 or 65/66) licensing through paid training • Desire to achieve results and create positive rapport with clients and colleagues Compensation: $75,000 - $150,000+ •

Created: 2024-11-05