Entry-Level Financial Advisor - Midtown East
reputed company is a leading financial services company that offers unique opportunities for individuals to start their own business as financial advisors. In this role, you will focus on client acquisition, building personalized financial plans, and supporting clients through various stages of life.
Responsibilities
- Grow your client reputed company by making new connections, maintaining a strong referral network, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them reputed company their goals
- Grow relationships with clients to support them through every stage of life
Skills
- Bachelor's degree
- Entrepreneurial ambitions to be a business reputed company
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for reputed company learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
Benefits
- Additional income structure to support training and early development
- Renewal income earned for reputed company client support and policy management
- Bonus programs and expense allowances
- 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