Financial Advisor

Employer
Legacy Financial Partners
Location
Worland, Wyoming
Salary
Starting at $50,000 with full benefits including medical, dental, vision, DI, LI, 401(k) and MORE
Closing date
Oct 13, 2022

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing
You need to sign in or create an account to save a job.

Financial Advisor

 

 

Position Purpose

 

 

 

Helps individual clients identify their distinct financial needs and objectives and then recommends products and services to help achieve goals. Goals are as diverse as helping with investments, saving for a child's education or major purchase, planning for retirement or estate planning.  The Financial Advisor role leads this effort with clients, and provides advice and guidance with clients as they strive for their financial health and wellness.

 

 

Key Responsibilities

 

  • Client Acquisition – develop strategies to acquire new clients with a plan (referrals, networking, seminars, etc).  Attend events as appropriate.
  • Practice Development – prepare annually and track toward a business plan, including goals of total GDC, recurring revenue, new clients with a plan, net flows, assets under management, and financial plans.  Meet weekly with leader to discuss strategies to meet goals.
  • Client Relationship Management – the key role in managing the relationship with clients;  responsible for managing the plan delivery, answer client questions, overcome objections, etc.
  • Advanced Case Analysis including estate planning, tax strategy, retirement distribution, protection planning, etc.
  • Lead direct staff reports – conduct regular meetings to discuss workflow, clients requests, tasks etc.
  • Participate in team activities – attend staff meetings, staff retreats, contribute with suggestions on enhancing the client experience or creating practice efficiencies.
  • Continue education and professional development – complete all continuing education requirements, participate in professional development opportunities, seek ways to build credentials (awards, designations, etc).

 

 

 

Key Competencies of a successful Financial Advisor

  • Integrity Business Acumen Client Focus - builds and maintains client service and satisfaction via advice, products, education Focuses on client's results rather than own Seeks client feedback and ensures needs have been fully met
  • Delivers service, advice, products when and where the client needs them; explores options when unable to deliver on a request and pursues solutions until the client and his/her needs are satisfied Business Alignment - aligns the direction, service, products and performance of the business with those of the Advisor's business plan

Integrates the advisor's direction into every decision and consultation Seeks to understand all goals of business Advocates for and positively represents other programs and services when working with clients and team members

 

Key traits and expectations of a successful Financial Advisor

  • Initiative
  • The ability to market to local clients
  • Strong interpersonal skills
  • Effective communications and persuasive ability
  • Self-Confidence
  • Analytical ability, persistence and an entrepreneurial perspective to build
    a client base.
  • High level of organizational skills as well as attention to detail
  • Must be fully licensed (SIE, Series 7, 66, and Life/Health)

 

Base Salary

Starting at $50,000

 

Full Benefits

As a full time employee of LFP Consulting, you are also eligible for our benefits program, which includes medical, dental, vision, life & disability insurance, 401(k), PTO, holiday pay and other benefits which will be described in more detail in Namely on your first day of employment.

Apply for Financial Advisor

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Click here to find out more about TopResume

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar jobs