Financial Advisor

Elevate Your Career at Hariri Financial Partners

Are you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic and motivated professionals to join our Financial Advisor Team.

This role isn't just a job it's a journey of professional development, personal fulfillment, and a chance to make a real difference in the lives of our clients.

Why Join Hariri Financial Partners?

• A Career That Matters : You will play a pivotal role in shaping our clients' financial futures, turning their aspirations into reality.
• Comprehensive Training and Support : Our robust five-year training program is designed to help you build a thriving practice and achieve long-term success.
• Collaborative Environment : Work alongside industry experts, benefiting from mentorship and a team dedicated to mutual success.
• Innovative Resources : Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery.

Key Responsibilities :

• Client Relationship Management : Foster enduring relationships with clients through regular reviews and proactive engagement.
• Client Acquisition and Prospecting : Utilize our proven prospecting techniques to grow your client list through direct outreach and referrals.
• Portfolio Management : Analyze market trends and tailor recommendations to optimize client portfolios.
• Wealth Management Strategies : Develop personalized financial strategies that align with clients’ goals and risk tolerance.
• Team Collaboration and Continuous Learning : Stay at the forefront of industry trends and regulatory changes to provide the best advice possible.

What We Look For :

• Motivation and Entrepreneurship : A robust entrepreneurial spirit eager to build a prosperous career.
• Integrity and Effective Communication : Strong ethical standards and the ability to communicate complex concepts clearly.
• Analytical and Problem-Solving Skills : Sharp analysis skills to solve challenges creatively and efficiently.
• Interpersonal Skills : Excellent ability to connect with clients and colleagues alike.

Our Offerings :

• Competitive Compensation : Attractive salary and bonuses tied to performance.
• Growth Opportunities : Clear pathways for career advancement and professional development.
• Supportive Culture : A work environment that values collaboration, innovation, and a balanced life.
• Impactful Work : Help individuals and families secure their financial futures.

Commitment to Diversity and Inclusion :

• Equal Opportunity Employment : We proudly support diversity and are committed to creating an inclusive environment for all employees.
• Accessibility and Accommodation : We ensure reasonable accommodations for a diverse range of needs. Find out more about our commitment to accessibility in our FAQs.

Hariri Financial Partners is not just a workplace. It’s where you can make a significant impact. Join us and shape your future as well as the futures of our clients.

Compensation : $144,500

$144,500

Responsibilities :

• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
• Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
• Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
• Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives

Qualifications :

• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
• Requires a Bachelor’s degree in business administration, finance, or other related field
• Valid FINRA Series 7 & 63 / 66 preferred but not required
• Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients

About Company

We help dentists, physicians, owners of closely-held family businesses and retirees determine what it is they are trying to accomplish from both a business and personal strategies perspective, and then help ensure our clients achieve it.

At Hariri Financial Partners, we envision a future where financial prosperity knows no bounds. Our commitment is to empower families and individuals alike to navigate the complex financial landscape with confidence, guided by a resolute vision for a secure and flourishing future.