Financial Advisor Trainee

Job Description

Job Description

Benefits :

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Vision insurance

Preface :

While we know that most people will not read this post in its entirety because of its length, that is okay. We know that we're not the right fit for everyone. We also know that most people who apply on job websites are looking to apply for as many jobs as possible in the shortest amount of time possible, whereas we want someone who wants to work hard to find the right company in hopes they will be there for double-digit years!

Company Intro :

FEFA Financial (FEFA) is a federally registered Financial Advisory. We are a very unique company, especially within the financial industry. We do many things differently, and we are proud of that. Our number one priority has nothing to do with maximizing profits, and it never will. Our number one priority is hiring the right people who believe in and live our Core Values because we know that if we do, everything else will fall into place. We know that this approach leads to a better product for our Clients and a work environment that people can't see themselves leaving.

We are a company that never stops pushing the bounds on ways to improve our processes and service offering. We are obsessed with finding new ways to distance ourselves from the competition and when doing so, we believe in controlling as much as possible in house.

We are professional but not in many of the traditional ways that lead to stuffy work environments.

• We like to have fun at work
• Most of our team members are friends with one another
• We have dogs in the office everyday
• We do not believe that wearing a suit makes you good at your job
• We expect co-workers to treat one another with respect but not in the traditional manner which leads to people walking on eggshells, worried about their words offending someone

FEFAs DNA :

FEFA's Why : Because people deserve better

Core Values :

1. Start with why : Why you do something matters as much as what you do.

2. Good isn't good enough : If it isnt broken, still try to make it better.

3. Winners win : Dont be entitled. Dont make excuses. Just win!

4. Embrace change : The only constant you can rely on is change

5. Name on the front >

name on the back : Dont put yourself above the team.

6. It's gotta be fun : Life is too short to not enjoy what you do.

Position Description :

As we prepare to enter an extended growth phase as a company, we are looking to bring on advisors but are also open to training those that are looking to become advisors while also assisting with the needed licensing. We have found that in many cases, unlicensed advisors have an easier time adapting to our high standards of financial planning due to the absence of bad habits developed at other firms and that is why we believe in interviewing both already licensed advisors as well as those looking to become licensed.

We have two types of advisors at FEFA. We have Retirement Advisors and Planning Advisors. Our Retirement Advisors are focused on acquiring new assets to the firm and our Planning Advisors are focused on retaining Clients through excellent service and financial planning execution.

We hire people for the position of Planning Advisors. At a later date, if someone wants to, they can become a Retirement Advisor (assuming we agree it is a good fit). However, we want everyone to understand our service and planning standards and that comes from being a Planning Advisor.

Key Differences from Most Alternative Advisor Positions :

There are a few ways that we are different from most other firms that many advisors do not find attractive. That is okay. The ones that we want will find these attractive because they align with wanting what is actually best for the Client (even if it is hard)...

• Our financial plans are built in-house, using our proprietary planning model. We do not use 3rd party planning software due to our belief that the primary focus of said software is sales rather than actual planning.
• We make our advisors go to a much more comprehensive level when building and / or executing a persons financial plan.

There are also things that advisors really like about our approach :

• We pay a base + recurring bips (fees) in perpetuity.
• We provide a lot of back-office support.
• We do not require a suit to be worn to work.
• We sleep well at night knowing we did the best we could for our Clients.

Training :

First, if you are not licensed, we will pay you for up to 6 weeks while you obtain the necessary licenses (Series 65 and life insurance producer).

Once licensed (or for those already licensed), training comes in two parts :

• Centralized training on internal processes, planning, and culture expectations
• Understudying one or more established advisors

The length of time spent as an understudy to an established advisor can be as short as a couple of months or as long as 6 months. It comes down to the individual and how quickly they are picking up the position.

Conclusion :

I hope that some capable people, that align with our Core Values, will take the time to read this job posting and consider applying. This job is one that can have a large impact on the lives of others.

You will struggle to find a company or coworkers that care about you more than those at FEFA. If you are still reading this post, please give a hard look at our "why" and our Core Values, and if you can align with those, please apply for this position and fill out this short questionnaire. https : / / rb.gy / aszru4

Also, please remember the word Ringo because I will ask in your interview what the word to remember was due to this being a position that requires a high degree of attention to detail, so remember, Ringo.

This is a rewarding job, within a fun company, that is doing great things for people!