Financial Advisor serving clients in new markets while leveraging experienced team members. Building relationships and empowering clients to make knowledgeable financial decisions to achieve their goals.
Responsibilities
Serve clients in new markets, creating opportunities for others.
Leverage the skill sets of experienced financial advisors in the team.
Support and joint fieldwork opportunities from experienced financial advisors.
Build genuine, long-term relationships based on shared values and goals.
Empower clients to make knowledgeable financial decisions about education, investments, insurance, and retirement.
Build a strong personal network through local nonprofits, churches, and businesses for future growth.
Develop skills and best practices to be a successful financial advisor.
Requirements
Adaptability to become part of the communities where clients live, work, and worship.
Self-disciplined, independent, and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
Strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Benefits
Medical, dental and vision insurance.
Disability, accidental death and dismemberment insurance.
401(k) and pension opportunities.
Access to unique tools to engage clients in their community to make a real impact.
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