Financial Advisor

OneDigital is seeking a Financial Advisor to join their team. The role involves evaluating clients and prospects, understanding their financial needs, and providing tailored advice to help them achieve their financial goals. The position requires a mix of client interactions, financial analysis, and sales strategy.

Requirements

• Build trust with clients by understanding their financial needs, goals, and risk tolerance.
• Develop and present customized financial plans, collaborating with internal teams as needed.
• Deliver an exceptional client experience through ongoing communication and service.
• Advise clients on a full spectrum of wealth management strategies, including asset allocation, investment management, and estate planning.
• Develop leads through various channels, convert leads into wealth management clients, and collaborate with the service team on client onboarding and ongoing service activities.

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per company policy