Wealth Advisor

工作概要:

Responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, then developing financial goals and creating financial plans to assist them in meeting their goals.

Principal Responsibilities

• Meets with clients and prospects. Collects and analyzes information regarding the members’ income, assets, investments or debts. Determines financial goals with the members. Ascertains which financial products best meet the members’ needs and financial circumstances in order to achieve those goals.  After careful consideration, advises the member regarding the advantages and disadvantages of different financial products, including insurance and investment products. 

• Prepares for client meetings, creates financial plans, and creates portfolios.

• Works on the business with the Client Service Associate (CSA) (where applicable).  Markets the Partners financial products, builds branch relations, determines ways to improve business and client service, and plans for future client interactions (client appreciation, client lunches, seminars, etc.)

• Researches new products, keeps up with economic data.

Required Qualifications

• Minimum 3 years relevant work experience

• Series 7

• Series 63 and 65 or 66

• State Insurance License

• Microsoft Office Suite

• Financial Services experience

• Experience in personal finance planning

• Independent Decision Making

• Influence and Negotiation

• Good Judgment, Problem Solving Skills

• Flexibility

• Work, Think and Act Independently

• Initiative

• Organized / Good Time Manager

• Responsibility

• Relationship Building

• Ability to work on multiple projects at one time

• Detail-oriented

• Goal-oriented

• Passion for learning

• Teamwork

• Analytical

• Basic Math

• Conflict Resolution

• Customer Service

• Interpersonal

• Phone Skills

• Reading

• Sales

• Verbal and Written Communication

Preferred Qualifications

• CFP

• LPL Client Works

• Goldmine