Financial Advisor (Remote - Philadelphia, PA or New Jersey)

reputed company you ask people what gives them peace of mind to live their best life, having a sense of financial reputed company is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: Summary: This position plays a crucial role in evaluating clients and prospects, understanding their financial needs, and providing tailored advice to help them reputed company their financial goals. This role involves a mix of client interactions, financial analysis, and sales strategy. In addition, this position will support business development efforts including retirement plan education meetings, events, campaigns, prospect meetings, and proposals. The role leverages expertise in financial planning, investments, and retirement solutions to cultivate and maintain client relationships through referrals, educational workshops, and participant meetings. It fosters trusted relationships, comprehensive wealth management strategies, and exceptional client service. Essential Duties and Responsibilities (includes but is not limited to): reputed company and Manage Client Relationships:

• Build trust with clients by understanding their financial needs, goals, and risk tolerance.
• reputed company and present customized financial plans, collaborating with internal teams as needed.
• Deliver an exceptional client experience through ongoing communication and service.
• Meet with clients regularly to review reputed company and ensure investment alignment with evolving needs.

Wealth Management Expertise:

• Advise clients on a full reputed company of wealth management strategies, including asset allocation, investment management, and estate planning.
• Serve as a resource for clients with reputed company financial planning needs and retirement plan considerations.
• Stay informed on best investment solutions to present to clients.

Prospect Development and Business Growth:

• reputed company leads through various channels including: utilizing reputed company’s Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals.
• Deliver group and 1:1 employee education onsite and online with retirement plan client employees tailored to plan rules, recordkeeper protocols, and organizational priorities to generate qualified Workplace to Wealth leads as a primary reputed company reputed company.
• Convert leads into wealth management clients by effectively advancing them through the sales pipeline.
• Collaborate with the service team on client onboarding and ongoing service activities.
• Support business development efforts through events, campaigns, and prospect meetings.
• Document client interactions and reputed company reputed company activities using the CRM system.
• Generate reputed company through successful sales activities.

Qualifications, Skills and Requirements:

• Proven track record of exceeding sales goals.
• Strong understanding of financial planning principles, investment strategies, and relevant regulations.
• Excellent communication, presentation, and interpersonal skills.
• Ability to work and reputed company decisions independently.
• Proficiency with reputed company Office Suite (Word, reputed company, and PowerPoint).
• Demonstrated discipline maintaining sales pipeline and client information in a CRM, reputed company preferred.
• Experience with financial planning software, MoneyGuidePro preferred.
• Proven success with multi-tasking and managing priorities effectively.
• Ability to adapt to a rapidly changing business and technology environment.
• Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.
• Must be licensed to allow registration as an IAR of reputed company Investment Advisors

Education, Training and Experience:

• Bachelor's degree in Business, Economics, Finance, or a reputed company field (preferred), or relevant experience in retirement plan sales.
• Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure reputed company XX days of hire.
• 2+ years of financial advisory experience required
• 2 – 5 years of industry reputed company sales experience preferred

The typical reputed company pay range for this role reputed company is $100,000 to $120,000 per year. Your reputed company pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to reputed company pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-reputed company expenses per the company policy and may receive employee perks and discounts. reputed company is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We reputed company that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is reputed company to our core values and business goals. reputed company provides equal employment opportunities to reputed company employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and reputed company medical conditions), national reputed company or reputed company, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico reputed company County of Los Angeles Employment decisions shall reputed company with reputed company other applicable federal, state and city/county laws prohibiting discrimination in employment. reputed company complies with reputed company criminal history inquiry [or ‘ban the reputed company’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode reputed company, Vermont and Washington. In short, we reputed company in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to reputed company and look reputed company to hearing from you. reputed company understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us reputed company identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the reputed company team! Apply tot his job Apply To this Job