Financial Advisor Development Program

Pence Financial Group is a firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. As a Firm, the Pence family of companies is the recipient of numerous industry awards and recognition. Success thus far has resulted in managing $2+ Billion of client assets with big growth goals for the future! As a result, Pence Financial Group is looking to expand their team of advisors.This is a development program for those in the early part of their career in the financial services industry. While in the development phase, the candidate will spend time in one of our local offices learning the systems, trained, and being mentored by an experienced Advisor. The Advisor Development Program culminates with being assigned as the lead advisor in one of our new offices. In each stage of the process, this is an in-person, in office role. When you become a Financial Advisor on the Pence Financial Group team, your focus will be to provide the ultimate in client service resulting in retaining any firm clients that may be assigned and adding new clients to the firm. The best part is you won't have to do this alone. You will have ongoing access to systems, training, mentorship, and an investment team that will enable you to confidently focus on your number one objective; acquiring and retaining clients. All investment portfolios are managed by our investment team so that you can concentrate on building the client relationship.ResponsibilitiesLearn the systems and processes for efficient client servicePrepareprocess back office paperwork as neededPrepare financial analysisplans for prospects and clientsCommit to a collaborative approach as you consistently act with integrity and professionalismExpand and deepen your own knowledge base and practices in the financial fieldAttend firm client eventsInput and complete tasks in company provided CRM (SalesForce)Understandexplain account and investment details, including performance, to clientsRequirementsMinimum of 1-year of experience in the financial services industryPositive, can-do attitude matched with hard workSIE, Series 7 Top-Off, Series 66, and Life & Health licensesExperience in high touch customer serviceOrganization skills to manage multiple projects simultaneously Excellent communication skillsCustomer Record Management (CRM) system experience (SalesForce preferred)Experience communicating individually andor to small groups in a professional mannerConsultative sales experienceCollege degreeDesire to obtain a CFP DesignationMilitary experience a plusTo succeed in this job, you need to have:A servant's heart - always putting others firstExcellent written and verbal communication skillsProfessional demeanor, punctuality and "earn it" work ethicRelentless follow-up and strive for satisfactionOutstanding organizational and time management skillsAbility to proactively assess situations and workthink independentlyPrioritization skills, flexibility to handle last minute items with poiseCompensation: Base salary ($40,000 - $70,000 per year) + Bonuses + a comprehensive benefits package including 401(k), health insurance and more

Created: 2025-02-21