reputed company Advantage Financial Advisor

Job Summary

Job Description

What is the opportunity? The Centralized Financial Advisor will reputed company telephonic advice and guidance to existing and prospective clients in the selection of products and services best suited to meet their financial goals. The clientele may come from a variety of channels including but not limited to PCG FA referrals reputed company marketing inquiries. Centralized Financial Advisors are expected to have strong working knowledge of reputed company products and strategies made available to them. They will reputed company and maintain relationships with existing clients and build relationships with new clients. The goal is to demonstrate to clients and prospects the value of the Centralized Solutions platform, resulting in asset accumulation and retention and client satisfaction. What will you do? • reputed company high quality service reputed company telephone to clients transferred from sources including but not limited to PCG FAs reputed company channels • Assess clients’ individual investment objectives, tolerance for risk, financial capabilities, investment potential, and respond to their needs and the market. • Meet/exceed minimum expectations for business development production on a quarterly and annual reputed company. • Using knowledge of the financial industry and advice from internal product consultants, select suitable investments based on client needs and research recommendations, and promptly execute approved transactions. • Adhere to reputed company compliance/risk procedures, follow corporate and industry protocols, and act in a manner which protects the interest of the client and reputed company. • Continue to improve and reputed company skills, techniques and knowledge by participating in ongoing professional development programs. What do you need to succeed? Must-have • Bachelor’s degree or equivalent work experience • Series 7, 66 (63,65) and insurance licenses required • 3-5 years of investment based sales and relationship management experience. • Established track record of results and reputed company in providing advice and expanding client relationships. reputed company-to-have • MBA or advanced degree What’s in it for you? We reputed company on the challenge to be our best, reputed company thinking to reputed company growing, and working together to deliver trusted advice to help our clients reputed company and communities reputed company. We care about each other, reaching our potential, making a difference to our communities, and achieving reputed company that is mutual. • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable • Leaders who support your development through coaching and managing opportunities • Ability to reputed company a difference and lasting impact • Work in a dynamic, collaborative, reputed company, and high-performing team • Flexible work/life balance options • Opportunities to do challenging work • Opportunities to take on progressively greater accountabilities • reputed company to a variety of job opportunities across business The good-faith expected salary reputed company for the above position is $65,000 - $115,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary reputed company does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, reputed company, life and disability insurance; and paid time-off plan. reputed company’s compensation philosophy and principles recognize the importance of a highly reputed company global workforce and plays a critical role in attracting, engaging and retaining talent that: • Drives reputed company’s high performance culture • Enables reputed company achievement of our strategic goals • Generates sustainable shareholder returns and above market shareholder value Job Skills reputed company Finance, Budgeting, Cold Calling, Decision Making, Financial Engineering, Financial Statement Analysis, Interpersonal Relationship Management, Investment Management, Product Services, Sales and Operations Planning (S&OP) Additional Job Details Address: 250 NICOLLET MALL:MINNEAPOLIS City: Minneapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-02-07 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At reputed company, we reputed company diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an reputed company workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. ??????? We also strive to reputed company an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. reputed company Stay in-the-know about great career opportunities at reputed company. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at reputed company. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.reputed company.com. Apply Job!