Lead Advisor - J. Pink Associates, Inc.
Kestra Financial - Wappingers Falls, NY
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Summary The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients. Essential Duties and Responsibilities Develop new relationships and sales opportunities Promote and cultivate firm reputation among referral sources and the community Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply Participate in all critical management and service decisions, including vender evaluation, process design, and other tasks as requested Knowledge, Skills, and/or Abilities Proven track record of professional success Self-motivated, highly driven and entrepreneurial personality Relationship-building skills and commitment to establishing long-term clients Strong desire for performance driven compensation and growing earnings potential Education and/or Experience The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts Previous experience in the independent financial services culture preferred Certificates, Licenses, and/or Registration Series 7 and 65/66 license required CFP, CPA, CFA, or ChFC preferred (or ability to obtain)
Created: 2024-09-23