Job Description
Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities:
- Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
- Customize financial plans for each client based on potential life changes and changing financial needs
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Conduct financial consultations with clients to assist them in defining their financial objectives and creating personalized financial strategies.
- Present a variety of financial services and products, such as retirement planning, wealth building, investments, college savings, and insurance options.
- Provide clients with education or financial tactics and industry best practices to ensure comprehension of available choices.
- Establish and maintain enduring client relationships, regularly checking in to monitor their advancement towards financial targets.
- Engage in continuous training programs to enrich financial expertise and capabilities.
- Have the opportunity to advance into leadership and managerial positions as your career evolves.
Qualifications:
- Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required
- Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
- Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- Must be authorized to work in the United States, have a U.S. phone number, and a valid U.S. residence.
- Strong analytical, communication, and interpersonal skills required; customer service experience is a plus.
- Must have the ability to learn and understand state and federal regulations that affect the financial industry as a whole.
- Job seekers must already have or be willing to get licensed in the financial sector.
About Company:
Elite Partners provides financial consulting services via retirement, estate planning, wealth-building strategies, long-term care, and life insurance.
Our mission is to help individuals create the life that they want while protecting their loved ones and planning for their financial legacy. Offering access to a diverse portfolio in life insurance, retirement savings, and wealth-building strategies, our team of licensed professionals across North America helps to guide individuals from where they are to where they want to be.
Some benefits with the company include: flexible schedule, part-time or full-time opportunities, stock options, managing your own client base, and potential bonuses paid monthly, quarterly, and annually. In addition, we also offer a customized personal website.
Job Tags
Full time, Part time, Start working today, Flexible hours,