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Financial Planning Expert
3 weeks ago
We are seeking a confident and sales-driven individual to join our team as a Financial Advisor. The successful candidate will be responsible for managing client relationships, providing financial advice, and growing their book of business.
The ideal candidate will have a minimum of 2 years of experience as a Financial Advisor and will possess excellent sales and problem-solving skills. They will also have a strong sense of ethics, integrity, and take personal responsibility seriously.
Requirements
1. Securities licensed
2. Ability to show you have met a cold prospect and brought them on as a client
3. Managed client relationships and provided advice
4. Motivated to grow book of business
5. Excellent sales and problem-solving skills
6. Great organizational skills and a dependable nature
7. Have a strong sense of ethics, integrity and take personal responsibility seriously
8. Ability to work in a team environment and demonstrate a professional, friendly manner
