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Financial Services Advisor

16 October 2024•8 views

We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships.
Responsibilities

Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm.
Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations.
Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more.
Complete the account opening process for new business obtained
Move money from accounts per industry and federal regulations
Perform market research to stay current with financial trends
Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more.
Maintain compliance with all rules and regulations in the financial industry
Identify and pursue new business opportunities through existing client base, networking and referrals

Requirements

Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7.
Proven experience in financial sales.
Ability to independently close business.
Strong understanding of wealth management principles and investment strategies.
Excellent math skills with the ability to analyze complex financial data.
Exceptional sales skills with a focus on customer relationship management.
Ability to communicate complex financial concepts clearly and effectively to clients.
Strong organizational skills with attention to detail in managing client portfolios.
Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.