Financial advisors partner with clients to help them achieve their long-term financial goals. They develop and grow their own practice, supported by a branch team, a 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
- 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
- Firm-provided branch office
- Branch office support
- Support network
- No ceiling to earning potential and growth
- Compensation package including opportunities for commissions, profit sharing, and incentive travel
- Flexibility to balance personal and professional lives
- Culture of continuous improvement and professional development