Financial advisors partner with clients to achieve their long-term financial goals, and work independently but with a team of thousands to provide a high-quality client experience. They are valued partners and can positively impact clients' lives and work together to achieve their long-term financial goals, enabling them to make a difference in their community.
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 to accelerate trust and create personalized, comprehensive strategies
- 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 to increase branch effectiveness and achieve desired business results
- 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
- No ceiling to your earning potential and growth
- 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 coverage
- Dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Disability income continuation, basic life, and basic AD&D coverage
- 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account