Financial AdvisorTeam Leader
Financial AdvisorTeam Leader
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1 Vacancy
Job Description
- Regional Firm in the Financial Services Industry looking for Top Financial Professionals to work in a Team environment as a Financial Advisor and/or Team Leader!
The firm takes an holistic approach to Coaching and Advising clients on matters related to money finances and wealth management.
This position is highly entrepreneurial and involves extensive client development prospecting and consultative selling.
Advisors listen to their clients life goals and objectives and leverage the power of the firm to develop financial plans that help them get there. They participate in training and development throughout their careers to continually improve their ability to provide the best advice and service for their clients.
As you advance in your career and build your business we offer advances levels of training coaching and mentoring. The old adage in business for yourself but not by yourself is an accurate description of the advisors experience.
In addition you will be able to participate in our industry leading compensation and retirement programs including; a matching 401k defined benefit pension plan nonqualified deferred comp based on productivity and health insurance benefits. In addition to top compensation and fringe benefits we offer our associates a professional office environment funded by the firm not you.
REQUIREMENTS
You are a professional with at least 3 5years of experience:
Series 6 65 63 or 7 66
* Marketing/business development aptitude
* Entrepreneurial spirit with a strong work ethic
* Excellent interpersonal skills and high level of integrity
* Competitive drive and achievement oriented
* High degree of selfconfidence and empathy
* A bachelors degree or equivalent education is expected
* An MBACFP CLUChFC RIPC JD CPA or CFP are valued
Re Start your Career now by contacting me to set up a time to have a meaningful conversation with the president of the firm.
Thank you for your consideration!
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Employment Type
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