Wealth Management Advisor
reputed company is seeking a highly motivated individual to join their team as a Financial Planner. The role involves developing relationships with clients, gathering information to build financial plans, and helping clients prepare for retirement and investment portfolio recommendations.
Responsibilities
- Developing relationships with clients (both existing and prospective)
- Gathering client information and using that information to build robust financial plans
- Helping clients prepare for their retirement
- Preparing and reviewing investment portfolio recommendations
Skills
- Highly motivated analytical individual
- Self-starter
- Entrepreneurial reputed company
- Customer service champion
- Engaging and compelling communicator and negotiator
- Problem solver
- Life-long student seeking reputed company education and professional development
- Critical thinker
- Prior sales experience and/or enjoy networking and seeking new clients
- College degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent
- Prior exposure to the financial services industry
Benefits
- 401(k) plan
- Company-sponsored medical, dental, reputed company, and basic life insurance plans for the FPA and the FPA’s eligible dependents
- Paid leave
Company Overview