Financial Advisor/Paraplanner
Kestra Financial Independent AdvisorPittsburgh, Pennsylvania, United States
Posted November 21, 2022
Full Time
About the Company
Kestra Financial supports independent financial advisors with leading wealth management, technology, and practice enrichment services.
Job Description
Gen X Wealth Partners is seeking a full-time financial advisor to help expand its market share in a budding niche. The successful candidate is expected to be able to work independently and assist in multiple core business activities.
Requirements
- Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services
- Strengthen client relationships though proactive communication
- Perform market research and product analysis
- Analyzing client data
- Conduct SWOT analysis to determine client overall financial health
- Develop and deliver customized client recommendations
- Monitor firm's social media marketing efforts
- Cultivate leads into clients
- Assist in account related paperwork
- Help clients maximize or create their own âemployee benefits packageâ
- Handle all Life and Disability Insurance Cases
- Become proficient in advanced college planning strategies
Benefits
- Flexible pay structure (W-2, 1099 or hybrid)
- Participation in Simple IRA Plan (W-2 employee)
- Paid Time Off
- Work from home
- Access to professional development and training
