Jr. Financial Advisor

This role also provides the opportunity for career growth within the firm.

Responsibilities:

• Craft and implement personalized financial plans following a thorough analysis
• Provide assistance to clients with a variety of financial products including annuities, life, long-term care, and managed portfolios
• Foster, manage, and retain robust client relationships using your skills in CRM and Client Relations
• Support the Advisor in achieving individual and team objectives
• Utilize your knowledge of Equity Investment and Series 65 to provide optimal service to clients
• Adopt a proactive approach in learning and growing within the firm, with the potential to evolve into a lead advisor or relationship advisor role
• Handle Commissions
• Insurance effectively to ensure client satisfaction.
• Candidate must possess at least 1 year of experience in a similar role or relevant financial advisory position
• Proficiency in Client Relationship Management (CRM) software is mandatory
• Exceptional client relations skills and experience in managing detail-oriented relationships
• Strong customer service skills, with a proven track record of meeting and exceeding client expectations
• Knowledge and understanding of equity investment strategies and principles
• Must have passed Series 65 exam, indicating proficiency in investment advising
• Experience with insurance commissions, including understanding and calculating various types of commissions.