Financial Advisor
Job Description
Job Description
Salary : $100,000 - $300,000
Nexus Talent Connect seeks a Dynamic Financial Advisor to Join a Growing Firm!
This is an exciting opportunity to join a rapidly growing Financial Firm! This very stable company offers excellent support and autonomy while enabling you to experience substantial growth.
You won't just be part of a team; you'll join an elite group of Financial Advisors who share your commitment to excellence.
They believe in fostering an entrepreneurial spirit, giving you the freedom to offer innovative solutions from a diverse portfolio of products and services.
Experience unleashing your impact and earning potential! Ready for a thrilling career?
Apply now and be part of this dynamic team!
Key Responsibilities :
- Assess customer goals by conducting financial opportunity sessions with new and existing clients
- Offer tailored financial solutions through thorough fact gathering and needs analyses.
- Cultivate and nurture long-term relationships with clients.
- Comply with all applicable laws, FINRA regulations and company policies and procedures in order to serve clients’ best interests and enhance client satisfaction
- Meet individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offer strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Continuously enhance your knowledge and skills through ongoing professional development and collaboration with fellow associates.
- Perform market research to stay current with financial trends
- Prepare financial documents such as income projections and investment reports
Qualifications :
- 2+ years Financial Advising experience
- Strong interpersonal skills with a focus on customer service.
- Proficiency in market development and networking.
- Effective presentation and organizational skills.
- Entrepreneurial spirit and a commitment to personal and professional integrity.
Benefits :
- Comprehensive benefits : 401(k) matching, health, dental, vision, and life insurance
- Extensive practice support
- Normal business expenses and office space covered
- Client event support
- Flexibility for a healthy work-life balance.
Schedule and Location :
- Full-time position
- 2 Location options : Hybrid in Riverside, Hemet, and Orange County or Remote based in Southern California
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