Financial advisors partner with clients to help them achieve their long-term financial goals. They develop and grow their own practice, supported by their 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 to ensure a high-quality, streamlined client experience
- Engage the branch team to create, monitor, and adjust the branch business plan
Benefits
- Paid training
- Salary for the first five years as you begin to build your practice
- A firm-provided branch office in the community
- Branch office support to help lighten the load so you can focus on your clients
- No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
- A compensation package that includes opportunities for commissions, profit sharing, and incentive travel
- The flexibility that you need to balance your personal and professional lives
- A culture of continuous improvement and professional development
- Medical and prescription drug, dental, vision, voluntary benefits, disability income continuation, basic life, and basic AD&D coverage
- 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account
- Financial advisors enjoy flexibility in their schedule, and, where required by applicable law, are eligible for paid sick leave and paid time off