Team Based Financial Advisor - Mississippi Valley Associates
Core
Launching new financial advisors in new markets by leveraging experienced team support to build client relationships and develop financial plans.
Role type
Entry-level to mid-level Financial Advisor (Team-Sponsored Launch)
Builds
Personal book of business for financial planning, insurance, and investment services
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Self-discipline, independence, coaching ability, relationship building, financial planning knowledge
Preferred skills
Background in sales, business management, education, ministry, hospitality, or military
Technologies
N/A
Responsibilities
Meeting with potential clients to build long-term relationships, empowering clients to make financial decisions about education, investments, insurance, and retirement, building a personal network through local community organizations, developing skills and best practices to become a successful financial advisor
Seniority
Entry-level to Mid-level, training-focused IC