Financial Portfolio Advisor

Are you an experienced financial advisor looking to move away from cold calling and focus on a consultative sales approach? Join a multi-billion-dollar global investment firm as a Financial Portfolio Advisor. In this role, you will work with high-net-worth clients, educating them on portfolio strategies and participating in new client onboarding. Responsibilities include: Collaborate with sales professionals to onboard new clients Educate clients on investment philosophy and portfolio strategy Manage client onboarding process and asset transfers Align portfolio strategy with client goals Work closely with internal support teams to provide exceptional service Qualifications: 3+ years experience in financial services Series 65 license or willingness to obtain upon hire Understanding of capital markets and investment products Ability to manage complexity in a high volume environment Compensation: Base salary plus bonus and commission Possibility to earn well into 6-figures Why Join Us: Exceptional benefits including 100% paid medical, dental, and vision premiums Customized learning and development framework Fantastic workplace culture and support programs Equal Opportunity Employer

Created: 2024-11-05