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Financial Advisor Associate

In Minnesota / United States

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Financial Advisor Associate   

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JOB TITLE:

Financial Advisor Associate

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Plymouth Minnesota / United States

JOB DESCRIPTION:

One of our client is looking for Financial Advisor Associate in Plymouth, MN

Job Description

This is a rewarding position because you play an important role in helping clients achieve their life goals, such as financial security for loved ones and a comfortable retirement. The role is primarily an advisory or sales role.

Roles/Responsibilities

  • You will be an integral part of our team by supporting the lead advisor/owner in servicing existing clients, growing his practice and by focusing upon new client acquisition and enhancing direct client relationships.
  • Be directly responsible for the book of business (Prefer to have $5MM -$20MM of existing business) that he/she brings
  • Work directly with clients, in collaboration with the lead advisor
  • Find new prospects and schedule new appointments
  • Support lead advisor in marketing initiatives to grow the business
  • Generating additional sales and new clients
  • Will focus on new client acquisition into the practice especially for financial planning
  • Help bring new assets for being managed in to the practice
  • Find life insurance/long-term care leads into the practice and work on helping clients get life/long-term care insurance.

Education & Experience

  • Undergraduate degree
  • Series 7 and 66 Licenses and Life & Health License required
  • 2-5 years of experience in the financial services industry (familiarity with account types, mutual funds, stocks, financial planning etc.) preferred
  • High level of comfort and familiarity with general technology and software applications (Microsoft Office products, social media, Smart Office, E-Money, Riskalyze and Pershing preferred)

Desired Personality/Attributes

  • Excellent communication and people skills
  • Attention to detail and accuracy while balancing multiple tasks and projects
  • Personable, Positive Attitude, Patient
  • Self-Motivated, Diligent, Hard Working, Accountable
  • Organized
  • Desire to be part of a very flexible, team oriented environment and contribute to the aggressive growth of a small business

Position Details

POSTED:

Aug 16, 2021

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S1598040022065429

LOCATION:

Minnesota / United States

CITY:

Plymouth

Job Origin:

CEIPAL_ORGANIC_FEED

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Financial Advisor Associate    Apply

Click on the below icons to share this job to Linkedin, Twitter!

One of our client is looking for Financial Advisor Associate in Plymouth, MN

Job Description

This is a rewarding position because you play an important role in helping clients achieve their life goals, such as financial security for loved ones and a comfortable retirement. The role is primarily an advisory or sales role.

Roles/Responsibilities

  • You will be an integral part of our team by supporting the lead advisor/owner in servicing existing clients, growing his practice and by focusing upon new client acquisition and enhancing direct client relationships.
  • Be directly responsible for the book of business (Prefer to have $5MM -$20MM of existing business) that he/she brings
  • Work directly with clients, in collaboration with the lead advisor
  • Find new prospects and schedule new appointments
  • Support lead advisor in marketing initiatives to grow the business
  • Generating additional sales and new clients
  • Will focus on new client acquisition into the practice especially for financial planning
  • Help bring new assets for being managed in to the practice
  • Find life insurance/long-term care leads into the practice and work on helping clients get life/long-term care insurance.

Education & Experience

  • Undergraduate degree
  • Series 7 and 66 Licenses and Life & Health License required
  • 2-5 years of experience in the financial services industry (familiarity with account types, mutual funds, stocks, financial planning etc.) preferred
  • High level of comfort and familiarity with general technology and software applications (Microsoft Office products, social media, Smart Office, E-Money, Riskalyze and Pershing preferred)

Desired Personality/Attributes

  • Excellent communication and people skills
  • Attention to detail and accuracy while balancing multiple tasks and projects
  • Personable, Positive Attitude, Patient
  • Self-Motivated, Diligent, Hard Working, Accountable
  • Organized
  • Desire to be part of a very flexible, team oriented environment and contribute to the aggressive growth of a small business


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