Please direct your responses to:
http://channel-impact.force.com/careers/ts2__JobDetails?jobId=a0KG000000Yi4JIMAZ&tSource=
Summary:
Our client is a full-service wealth management firm that delivers financial planning and investment management strategies. As a registered Financial Advisor, you will assist families and individuals managing their money. You will receive competitive compensation as well as increased earning potential for your service. The best Financial Advisors are analytical self-starters with a proven, successful track record. They are skilled problem solvers who can offer specialized advice to help clients meet their wealth management needs.
Responsibilities:
- Provide a high level of individualized, comprehensive brokerage financial services and investment strategies to clients.
- Prospect, network and acquire clients through various methods and strategies.
- Maintain continuing finance and sales, licensing and registration requirements.
- Consult with clients on investment strategies based on their individual financial and investment objectives.
- Balance management of referral activities, customer follow-ups and administrative tasks.
- Analyze economic trends and apply to analysis of individual client needs.
- Comply with all regulatory requirements.
- Meet quarterly revenue goals.
Qualifications:
- Bachelor's degree in business, finance, sales or related field preferred (but not required)
- 5+ years of professional experience in Business Development, Management, Sales, Legal, Accounting, Education, Military, Finance or other business.
- Excellent communication, presentation, time management and organization skills.
- Strong community presence with an established network of personal and business contacts.
- Ability to listen to client needs and provide financial solutions.
Summary:
Our client is a full-service wealth management firm that delivers financial planning and investment management strategies. As a registered Financial Advisor, you will assist families and individuals managing their money. You will receive competitive compensation as well as increased earning potential for your service. The best Financial Advisors are analytical self-starters with a proven, successful track record. They are skilled problem solvers who can offer specialized advice to help clients meet their wealth management needs.
Responsibilities:
- Provide a high level of individualized, comprehensive brokerage financial services and investment strategies to clients.
- Prospect, network and acquire clients through various methods and strategies.
- Maintain continuing finance and sales, licensing and registration requirements.
- Consult with clients on investment strategies based on their individual financial and investment objectives.
- Balance management of referral activities, customer follow-ups and administrative tasks.
- Analyze economic trends and apply to analysis of individual client needs.
- Comply with all regulatory requirements.
- Meet quarterly revenue goals.
Qualifications:
- Bachelor's degree in business, finance, sales or related field preferred (but not required)
- 5+ years of professional experience in Business Development, Management, Sales, Legal, Accounting, Education, Military, Finance or other business.
- Excellent communication, presentation, time management and organization skills.
- Strong community presence with an established network of personal and business contacts.
- Ability to listen to client needs and provide financial solutions.
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Posted by: KIT List Jobs <jobposting2@kitlist.org>
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Join the new KIT Resources List!
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