Job Details:
Financial Advisor
Role:
As a Financial Advisor, you'll be assisting the Partner and a Certified Financial Planner in the day to day operations of the organization. This would include the paperwork, setting up appointments, the research, assisting to help develop financial plans, maintaining relationships, and providing ongoing consultations. This is a role that would offer the opportunity to build and grow relationships with clients that can last years
Responsibilities:
- Identify and set appointments with potential clients
- Meet with clients to assess gather information in regard to their financial needs
- Work with Management to help develop a customized financial plan to address each client’s outlined goals
- Maintain relationships with clients, helping them to track their progress over time and make adjustments as needed
- Provides ongoing consultation and support
Qualifications:
- Bachelor's Degree is required
- Certifications are a plus (Life, health, Series 7, Series 66, etc.)
- 2+ years of prior experience
Salary:
This is a highly visible permanent opening with the organization offering a competitive compensation package. (Base Salary, Commissions, paid time off, 401k match, career growth, etc.)
Apply:
To be considered for this opening, please supply the following:
Kris Kieres
Liberty Personnel Services
484-238-1976
kk@libertyjobs.com
https://www.facebook.com/LibertyjobsKris
Industry
Financial Services, Banking, Asset Management. Financial Planning
Employment type
Full-time
Experience
Associate
Job function
Sales, Marketing, Advise, Business Development,