Financial advisors partner with clients to achieve long-term financial goals. They develop and grow their own practice, supported by a branch team, home-office team, and other regional financial advisors.
Requirements
- Build relationships to create new clients via face-to-face and virtual sourcing strategies
- Deeply understand clients' and prospective clients' needs, priorities, and concerns
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience
- Engage the branch team to create, monitor, and adjust the branch business plan
- Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability
Benefits
- Paid training
- Salary for the first five years
- A firm-provided branch office in the community
- Branch office support to help lighten the load
- A support network that extends from your branch office to your region to the home office
- No ceiling to your earning potential and growth
- A compensation package that includes opportunities for commissions, profit sharing, and incentive travel
- The flexibility to balance your personal and professional lives
- A culture of continuous improvement and professional development