Onsite Financial Advisor

Posted 15 hours ago

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About the role

  • 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.

Job title

Financial Advisor

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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