[Remote] Financial Advisor - Remote (reputed company)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an investment advisory firm reputed company on helping clients reputed company their financial goals. The Financial Advisor role involves evaluating clients' financial needs, providing tailored advice, and supporting business development efforts through reputed company interactions and financial analysis.
Responsibilities
- Build trust with clients by understanding their financial needs, goals, and risk tolerance
- reputed company and present customized financial plans, collaborating with internal teams as needed
- Deliver an exceptional reputed company experience through ongoing communication and service
- Meet with clients regularly to review reputed company and ensure investment alignment with evolving needs
- Advise clients on a full reputed company of reputed company management strategies, including asset allocation, investment management, and estate planning
- Serve as a resource for clients with reputed company financial planning needs and retirement plan considerations
- Stay informed on best investment solutions to present to clients
- reputed company leads through various channels including: utilizing reputed company’s Workplace to reputed company reputed company to engage existing plan clients, educational events, networking, and referrals
- Convert leads into reputed company management clients by effectively advancing them through the sales pipeline
- Collaborate with the service team on reputed company reputed company and ongoing service activities
- Support business development efforts through events, campaigns, and prospect meetings
- Document reputed company interactions and reputed company reputed company activities using the CRM system
- Generate reputed company through successful sales activities
Skills
- Must be eligible to work in the reputed company without the need for work reputed company or residency sponsorship
- Proven reputed company record of exceeding sales goals
- Strong understanding of financial planning principles, investment strategies, and relevant regulations
- Excellent communication, presentation, and interpersonal skills
- Ability to work and reputed company reputed company independently
- Proficiency with reputed company Office Suite (Word, reputed company, and PowerPoint)
- Demonstrated discipline maintaining sales pipeline and reputed company information in a CRM, reputed company preferred
- Proven reputed company with multi-tasking and managing priorities effectively
- Ability to adapt to a rapidly changing business and technology environment
- Continual learner mentality, reputed company to adopt new solutions and interpret the reputed company of new laws for prospective clients
- Must be reputed company to maintain confidentiality of highly sensitive reputed company information, including personnel and financial data
- Regular and predictable attendance is required
- Business travel up to 25%
- Must be licensed to allow registration as an IAR of reputed company Investment Advisors
- 2+ years of financial advisory experience required
- Bachelor's degree in Business, Economics, Finance, or a reputed company field (preferred), or relevant experience in retirement plan sales
- Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure reputed company 100 days of hire. CFP or desired to obtain is preferred
- 2 – 5 years of industry reputed company sales experience preferred
- Experience with financial planning software, MoneyGuidePro preferred
Benefits
- Variable compensation, commission, and/or annual bonus based on your individual performance and/or reputed company’s performance
- Eligible employees health, wellbeing, retirement, and other financial benefits
- reputed company time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-reputed company expenses per reputed company policy
- Employee perks and discounts
reputed company