Financial Advisor Job Responsibilities:
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.
Assist customers and deliver recommendations to ensure these needs are met.
Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.
Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships to increase referrals.
Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.
Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.
Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branch are met or exceeded.
Understands and adheres to the company’s risk and regulatory standards, policies, and controls.
Completes other related duties as assigned.
Qualifications:
Prefer Sales and Customer Service Experience
Personal Finance Experience
Reporting Skills
Attention to Detail
Deadline-Oriented
Reporting Research Results
Confidentiality
Time Management
Data Entry Management
General Math Skills
Education, Experience, and Licensing Requirements:
Bachelor’s or master’s degree in finance or related field preferred
Combined minimum of 4 years’ higher education and/or work experience, including a minimum of 4 years’ investment or insurance sales experience required
Pertinent state Life/Variable Insurance (LAH) licenses required.
FINRA Series 7, 63 and 65 or 66 licenses
At ValuTeachers Inc®, we provide the tools and resources necessary that will help set you up for success – including: