Careers

Job Description

Is it time for a career change   Do you have a solid track record of sales experience and business development   Do you have an entrepreneur drive yet can work with large global brand Do you have an aptitude for numbers and like to follow financial news   If so, then we want to talk with you.  We are looking for seasoned sales professional! This is NOT an entry level position!  We provide a base salary, training and commission. Seeking seasoned consultative sales professionals!  This is a great 2nd CAREER OPPORTUNITY for corporate professional as well!

Description:
As an experienced sales professional, you will be trained to leverage your sales and relationship building skills with your network and our training to build a book of business. In this role you will combine personal skills with all the resources of major global company, with the end result of helping clients realize their financial goals. You will be provided extensive training to help you build your business, which includes attracting and servicing relationships with your clients. Our advisors are responsible for assessing a client’s circumstances and objectives, and based on those, go on to provide and implement sound investment strategies for long term wealth management.

As a member of our team you will have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public.

Responsibilities:

• Develop and cultivate your own client base/Prospect and service clients business. Prepare and deliver presentations/seminars to clients and prospects


• Market and sell appropriate investment products, financial and wealth management services/products to clients.


• Comply with all industry rules and regulations.


• Analyze investment opportunities and client needs, and recommend appropriate strategies


• Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management.


• Analyze investment opportunities and client needs, and recommend appropriate strategies


• Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies.

Minimum Qualifications:

• Self motivated with an entrepreneur mindset! 


• Goal oriented professional passionate about making a difference in the lives of others. 


• Successful, stable, professional work experience for a period of a minimum of 7-10 years.


• Candidates with 8-20 years experience in another career field are also encouraged to apply.


• Good Math Aptitude! Must pass a math/financial aptitude test as part of the interview process.


• The aptitude to acquire the standard licensing in the industry; Series 7 and 66 registration, and additional licensing needed to assist in building a career as an advisor. Position involves a 3-4 month paid training program as a full time employee.


• Ability to communicate effectively with co-workers and clients.


• Excellent written and oral communication skills.


• Professional demeanor and strong understanding of the importance of building good relationships.


• A bachelor’s degree is required, MBA is a plus!

Job Requirements

11 - 15 Years

Application Information

• Apply through Financial Services Company