Job Description

POSITION SUMMARY

We are seeking a highly motivated and experienced Financial Advisor to join our team and specialize in retirement planning. The ideal candidate will have a strong understanding of financial planning principles, investment strategies, and retirement planning products. The role will involve providing comprehensive financial advice to clients, building strong client relationships, and achieving sales goals. This role requires a strategic thinker who can assess each client’s unique financial situation, goals, and risk tolerance, crafting tailored retirement plans that align with their aspirations. The ideal candidate will be highly motivated, results-oriented, and possess excellent organizational skills. Join our dynamic financial team with leads provided (no cold calling), full training, and a salary + commission structure.

ABOUT THE COMPANY

Our mission is to develop and implement a strategy for our clients to achieve their financial goals by investing and preserving wealth. We have a staff of dedicated team players who work well together and are willing to do whatever it takes to reach our goals and vision.

OBJECTIVES

• Actively seek and acquire new clients through networking, referrals, and marketing initiatives. Leverage a steady stream of pre-qualified leads provided by the company (no cold calling involved).
• Build strong, long-lasting relationships with clients based on trust and expertise.
• Develop personalized financial plans tailored to clients' specific needs and goals, including retirement planning, investment strategies, and estate planning.
• Implement effective investment and wealth management strategies to maximize asset growth while protecting clients' portfolios from market volatility, ensuring sustainable income throughout retirement.
• Manage client portfolios effectively, selecting appropriate investments and monitoring performance.
• Ensure adherence to all relevant regulations and industry standards.
• Assess and manage client risk tolerance and develop strategies to mitigate risk.
• Utilize CRM software to manage leads, appointments, and client information.
• Stay up-to-date on industry trends, regulations, and investment strategies through ongoing professional development.
• Work collaboratively with other team members to provide comprehensive financial solutions.
• Meet daily KPI's and monthly/quarterly Sales Targets
• Develop a comprehensive understanding of the products or services offered to articulate value propositions effectively
• Receive comprehensive training on financial planning, investment strategies, and sales techniques.

COMPETENCIES

• Strong communication, negotiation, and interpersonal skills.
• Ability to analyze complex financial data and make informed recommendations.
• Strong understanding of investment products, strategies, and risk management.
• Expertise in retirement planning, including Social Security, pension planning, and retirement income strategies.
• Understanding of insurance products, such as life insurance and long-term care insurance.
• Ability to work independently and collaboratively with internal and external stakeholders
• Proficiency with CRM software, Google Suite, Microsoft Office Suite, and other related technology
• Attendance/Punctuality - Is consistently at work and on time; ensure work responsibilities are covered when absent; arrive at meetings and appointments on time
• Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions
• Demonstrates persistence and overcomes obstacles; measures self against standard of excellence
• Prioritize and plan work activities; use time efficiently; set goals and objectives; organize or schedule other people and their tasks

EDUCATION AND EXPERIENCE

• 2+ years of experience in Financial Planning or other related experience is highly preferred.
• Health and Life Insurance Lic mandatory - Investment License a plus

PHYSICAL REQUIREMENTS

• Prolonged periods of time sitting at a desk or computer.

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Strategies for Wealth Management recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to dvalerio@cardoneventures.com Already a candidate? Please connect directly with your recruiter to discuss this opportunity.

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