Financial Advisor
Core
Help shape clients' financial futures by generating prospects, conducting financial planning meetings, and building a book of business.
Role type
Independent Financial Advisor (Sales)
Builds
Personal practice of financial planning and advice services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
prospect generation, relationship building, financial planning, marketing plan execution, regulatory compliance
Preferred skills
entrepreneurial spirit, coaching participation, prior success in sales/accounting/legal/insurance/real estate
Technologies
online marketing venues, local tradeshows, networking groups
Responsibilities
Attend coaching and training led by leadership; Generate client prospects via events, seminars, and referrals; Develop and execute marketing plans; Schedule and conduct financial planning meetings; Build deep client relationships; Achieve program standards and compensation goals; Build a stand-alone book of business; Follow business ethics and legal requirements