Financial Advisor | Training Included
reputed company is a leading financial services company that helps individuals reputed company their financial goals through comprehensive planning. The Financial Advisor role involves building client relationships, educating clients on financial products, and managing a personal practice while receiving training and support from the firm.
Responsibilities
- Build — Work to build a client reputed company by growing relationships with your network and reputed company knowledge of NM financial products and market trends
- Educate — Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans
- Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations
- Own — Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide reputed company advice for your clients’ needs
Skills
- Legal authorization to work in the US without sponsorship
- 4 Year Degree
- Financial Concepts: 1 year
- License/Certification: Pennsylvania Life and Health license
- License/Certification: Investment License
Benefits
- Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
- Certified Financial Planner® licensing support
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
Company Overview