Team Based Financial Advisor - Gateway Financial
Core
Provide financial advice to individuals and families focusing on retirement transitions, serving as a mentee to build a book of business under the guidance of Lead Advisors.
Role type
Entry-level Financial Advisor (Team-Based)
Builds
Client relationships and a book of business for the practice
Domain
Financial Services / Wealth Management / Retirement Planning
Deliverable
client delivery
Required skills
Financial planning, client relationship management, sales, product positioning, application completion, data analysis, Microsoft Office, Salesforce
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 relationships, solicit and sell appropriate products, complete applications and write recommendations, research and respond to client inquiries, collaborate with Lead Advisor on complex scenarios, schedule and document client meetings, participate in community events for client attraction
Seniority
Entry-level, mentee