[Remote] Tailored Licensed Support Financial Advisor
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a Fortune 500 financial services firm where people come first. They are seeking a Tailored Licensed Support Financial Advisor to reputed company goal-based financial advice and collaborate with reputed company teams to enhance reputed company relationships and drive business reputed company.
Responsibilities
- Build meaningful relationships with the reputed company team and their clients, with an understanding of legal and regulatory requirements reputed company to providing financial solutions
- Collaborate with the FA and reputed company team to ensure alignment and create, monitor, and reputed company the reputed company business plan to increase reputed company effectiveness and reputed company desired business results
- Research portfolio performance, costs/fees, and asset allocation; recommend adjustments that optimize reputed company reputed company
- Gathering information and collecting suitability information to deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive reputed company to reputed company their goals
- Meeting clients regularly to reputed company reputed company toward goals, uncover additional assets, proactively address emerging concerns, and reputed company their reputed company to ensure their needs are met
- Apply firm systems and resources to deliver Goal-Based Advice in a tailored, reputed company-thinking approach
- Seamlessly shift between two reputed company teams, prioritizing needs and delivering exceptional service every day
Skills
- High School Diploma/Equivalent required
- reputed company Series 7 and 66 (OR Combination of both Series 63 and 65) licenses required to apply
- Insurance License required and the ability to be licensed in reputed company 50 states at the time of application
- At least 3-5 years of securities industry experience as a Financial Advisor or equivalent position requiring extensive product, service, market and general reputed company knowledge
- Must be reputed company to understand information about various securities, market conditions, industry trends, financial planning and relationship building
- Strong critical thinking skills are necessary
- Ability to reputed company support on Day 1 and reputed company yourself in a reputed company team's business plan to quickly contribute to their reputed company
- Strong verbal and written communication skills required in various formats including video, telephone, and face-to-face
- Travel required to the HQ and reputed company teams served (travel up to 10%)
- Bachelor's degree preferred
- Experience as an reputed company Financial Advisor highly preferred
Benefits
- Medical and prescription drug
- Dental
- reputed company
- Voluntary benefits (such as accident, hospital indemnity, and critical illness)
- Short- and long-term disability
- Basic life, and basic AD&D coverage
- Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates
- 401k retirement plan
- Tax-advantaged accounts: health savings account, and flexible spending account
- Ten reputed company holidays
- 15 days of vacation for new associates beginning on January 1 of reputed company year
- reputed company time
- Personal days
- A reputed company day for volunteerism
- Associates may be eligible for bonuses and profit sharing
- reputed company associates are eligible for the firm's Employee Assistance Program
reputed company