Financial Advisor

The primary responsibility of a Financial Advisor (FA) is to proactively identify, develop and maintain strong client relationships within the firm’s Legacy book of business through regular contact and providing timely, value-added information, advice and recommendations.

Requirements

• Promotes a culture of compliance throughout the firm.
• Recommends strategies clients can use to achieve their financial goals and objectives, including advice on asset management, asset protection, financial management, retirement planning, tax planning, business planning and estate planning.
• Manages client base with constant contact strategy.
• Completes projects and special assignments by establishing objectives; determining priorities; managing time; gaining cooperation of others; monitoring progress; problem-solving; making adjustments to plans.
• Exhibits the firm’s values of leadership, teamwork, respect, accountability and passion
• Creates, organizes and executes a successful and effective sale process, acquiring new clients along the way.
• Works within the team on asks such as Insurance Management.
• Is accountable to follow company policies and procedures.
• Utilizes company approved tools and software.
• Identifies opportunities and works with the team members to create solutions for clients.
• Manages client relationships.
• Services and expands new and existing clients by introducing them to the firm's services.
• Reviews accounts to determine if life changes necessitate new financial strategies.
• Updates job knowledge by participating in educational opportunities, reading professional publications; maintains personal networks; participates in professional organizations.
• Identifies and keeps abreast of new market trends; shares and educates where appropriate.
• Responsible for revenue generation and proactively identify opportunities to grow the business (new and existing clients).
• Identifies opportunities to gather additional assets and/or increase revenue within the existing client base.
• Ability to see the “big picture” while staying aligned to the firm’s vision.
• Has a love for the financial services industry, specifically financial planning and a desire to grow in this field.
• Holds self-accountable to high levels of client service with a focus on maintaining and building strong customer relationships
• Ability to listen, be responsive to client needs and empathy; persuasive and articulate communication style and strong interpersonal skills to work in this people-oriented business.
• Strong analytical skills, the ability to use databases and conduct financial research, in addition to excellent math skills.
• Entrepreneurial Spirit – a love to embrace new opportunities and make things happen, thrive in a fast paced constantly evolving environment.
• Highly organized and results oriented with demonstrated flexibility.
• Strong personal ethics.

Benefits

• 401k Matching
• Retirement Plan
• Generous Paid Time Off