Financial Advisor
Core
Help clients shape their financial futures through planning and advice, building a standalone book of business.
Role type
Financial Advisor
Builds
Client relationships and a book of business for individual, small business, and institutional clients.
Domain
Financial services, wealth management, insurance, and asset management.
Deliverable
client delivery
Required skills
prospecting, networking, financial planning, client relationship management, marketing plan execution, regulatory compliance
Preferred skills
entrepreneurial spirit, coaching receptivity, prior success in sales or professional services
Technologies
online marketing venues
Responsibilities
attend coaching and training, generate prospects via events and referrals, execute marketing plans, conduct financial planning meetings, build client relationships, obtain required licenses
Seniority
Entry-level with 3+ years general work experience, hands-on IC
