Financial Advisor

Overview

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making.

• Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Be a coachable, organized team member interested in pursuing training development and educational opportunities
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
• Sell & Maintain Life Insurance & Annuities
• Sell & Maintain Assets Under Management
• Develop and maintain strong relationships with clients
• Provide tailored financial advice and solutions to clients
• Manage the sales process from lead generation to closing
• Continuously learn and apply new industry knowledge
• Collaborate with the team and share best practices
• Maintain accurate and up-to-date client records and compliance documentation

• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools
• Basic understanding of the role of a financial advisor or financial consultant, as well as interest in the financial industry and financial products
• Valid FINRA Series 7 & 63/66 preferred but not required
• A bachelor’s degree in business administration, finance, or similarly related field
• Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
• mindset of a capitalist and the heart of an altruist
• High energy, a strong work ethic, and a positive, optimistic approach
• A passion for helping people and a strong sense of mission
• Confidence, resilience, humility, and total commitment to your work
• Integrity and trustworthiness in everything you do
• The desire to create your own success while making a meaningful impact in your community

• Active Life Producer License in your state of residence (Virginia or West Virginia)
• Proven ability to sell life insurance products and generate leads
• Excellent phone skills, with the confidence to reach out to new prospects and clients
• Business mindset with a strong drive to succeed and grow a personal business
• Strong interpersonal skills and the ability to connect with people from diverse backgrounds
• Eagerness and willingness to learn and improve

$50,000 - $140,000 per year