WizeHire, Inc
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Responsibilities
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
Qualifications
Bachelor's Degree a must, sales experience and/or financial internships a plus.
A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
You are personable and caring, with a natural ability to connect and communicate with others.
Enthusiastic, high energy, and positive attitude.
Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
Must have excellent communication and interpersonal skills.
Quick learner who is comfortable in a fast-paced, dynamic environment.
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
Bachelor’s degree in business administration, finance, or related field is required
Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
Compensation $80,000+ OTE
About Stone Press FG Our mission is clear:
To Do Good
in our communities and for the families we serve.
For over
175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to
comprehensive support, training, and resources
to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for
driven professionals
who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with
structured …
#J-18808-Ljbffr
Responsibilities
Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
Qualifications
Bachelor's Degree a must, sales experience and/or financial internships a plus.
A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
You are personable and caring, with a natural ability to connect and communicate with others.
Enthusiastic, high energy, and positive attitude.
Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
Must have excellent communication and interpersonal skills.
Quick learner who is comfortable in a fast-paced, dynamic environment.
Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
Bachelor’s degree in business administration, finance, or related field is required
Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
Compensation $80,000+ OTE
About Stone Press FG Our mission is clear:
To Do Good
in our communities and for the families we serve.
For over
175 years , we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to
comprehensive support, training, and resources
to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for
driven professionals
who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with
structured …
#J-18808-Ljbffr