Team Based Financial Advisor - Gateway Financial
Core
A Financial Advisor focused on learning and development, working closely with Lead Advisors to serve Missouri clients and transition into a traditional advisor role.
Role type
Junior Financial Advisor (Team-Based)
Builds
Client relationships and a book of business for individuals and families transitioning into retirement
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales, client relationship management, product positioning, application completion, research, Salesforce, Microsoft Office
Preferred skills
Business acumen, multitasking, integrity with confidential information
Technologies
Salesforce, Money Guide Pro, What-If Tax, Microsoft Word, Excel, PowerPoint
Responsibilities
Meet with new and existing clients to build a book of business, solicit and sell appropriate products, position products and strategies for financial clarity, research and respond to client inquiries, collaborate with Lead Advisor on complex scenarios, schedule and document client meetings
Seniority
Entry-level / Junior