Personal Financial Advisor

Our growing company is searching for qualified candidates for the position of financial advisor. Please review the list of responsibilities and qualifications. This is an investment in yourself. An opportunity to cut your own path / call your own shots.  While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, however have sufficient experience and talent.

Responsibilities

• Achieve performance targets by bringing clients through the advice process
• Develop client relationships with new and existing clients
• Establish and develop relationships with staff in supporting organizations
• Provide professional best advice by developing clear financial plans for new and existing clients
• Adhere to strict risk management procedures
• Identify financial requirements and develop clear financial plans for new and existing clients in relation to a range of retail products
• Ensure that the highest level of customer service is provided on a consistent basis
• Develop relationships with new and existing clients in line with targets and standards
• Ensure full compliance with all relevant company policies, procedures and legal and regulatory requirements
• Strong business development element to this role - generation of new leads/client relationships is key

Qualifications for Financial Advisor

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• A proven track record with a minimum of 3 years of successful investment and insurance sales experience
• MN State Life and Health- NOT required to apply
• Fully Licensed/Registered (Series 7, 66)- NOT required to apply
• Solid work experience preferably 2-3 years in one position & industry experience in financial services, retail, hospitality etc.
• MUST be willing to be a 1099 Employee
• Competitiveness is a MUST