Team-Based Financial Advisor - Holder & Albrecht Financial Group
Core
Provide purpose-based financial advice, investments, insurance, and banking services to help individuals and families build, grow, and protect financial well-being, with a specific focus on retirement transitions.
Role type
Team-Based Financial Advisor (entry-level to mid-level)
Builds
Client book of business and financial plans for individuals and families
Domain
Financial Services / Wealth Management / Retirement Planning
Deliverable
client delivery
Required skills
Financial planning, sales, client relationship management, product positioning, application completion, data analysis, Microsoft Office, Salesforce
Preferred skills
Community engagement, event organization, complex scenario collaboration
Technologies
Salesforce, Money Guide Pro, What-If Tax
Responsibilities
Meet with new and existing clients to build a book of business, solicit and sell appropriate products, position strategies for financial clarity, research and respond to client inquiries, schedule and document client meetings, participate in community events for client attraction
Seniority
Entry-level to Junior, mentored by Lead Advisors