We are continuously looking for planning focused, achievement-oriented Sr. Financial Advisors to work with our clients' HNW clientele. The opportunities are taking over an existing book of business in a defined territory. You'll be part of an incredible organization that offers:

 

                                     Competitive Pay: One of the top payout structures in the industry with significant upside

 

                                     Team: An amazing culture with a team that is passionate about success

 

                                     Healthcare: We take care of our employees and provide full health & dental insurance

 

                                     Time off:  Work hard, play hard.  We offer paid sick, personal, and vacation time 

 

                       

                                    401k & Stock Plan: Participate in 401k matching & employee stock purchase plan

 

                                    Tuition Reimbursement: Further your education with our tuition reimbursement program

​

                                            WILL OFFER RELOCATION ASSISTANCE FOR THE RIGHT CANDIDATE

 

SUMMARY:

 

Our Sr. Financial Advisors offer complex guidance and personalized investment solutions to our HNW customers in a face-to-face setting. It is our priority to deliver customized and effective service, and successfully anticipate clients’ emerging needs. You’ll have the support of a well- rounded team of professionals, with full access to some of the best resources and tools in the industry.

 

ESSENTIAL DUTIES & RESPONSIBILITIES:

​

• Grow an assigned practice of affluent clients by understanding the client's needs, objectives, and goals, and identifying proper investment services and solutions customized to the client.

• Build and solidify client relationships pre and post-retirement through a distinctive experience that leverages our unique value proposition.

• Uses a consultative sales process, determines client needs, obtains commitment and proposes solutions

• Ability to partner within and across the organization to extend meaningful client value and overall service experience as measured through current company evaluation metrics.

• Participates in community affairs to increase company visibility and to enhance new business opportunities

• Serves as a business partner to bankers and fellow financial advisors

 

EDUCATION, EXPERIENCE & KNOWLEDGE

​

• Bachelor's degree and at least 3-5 years related experience in Brokerage/Insurance and/or Banking/Retail

• Ability to learn to understand and communicate all investment products and procedures of the company

• Ability to identify cross- selling opportunities for bank products and services

• Life and Health Insurance License – fixed annuity and variable annuity

• FINRA Investment License(s) – Series 7, 63, 65/66