Financial Advisor/Paraplanner

Posted 2024-11-15

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💎 Seniority level: Senior, 3+ years

📍 Location: United States

🔍 Industry: Financial Services

🏢 Company: Kestra Financial Independent Advisor

⏳ Experience: 3+ years

🪄 Skills: LeadershipProject ManagementBusiness DevelopmentData AnalysisPeople ManagementProject CoordinationJiraCross-functional Team LeadershipOperations ManagementStrategyFinancial ManagementBusiness developmentData analysisGoCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingMicrosoft OfficeMentoringNegotiationAccountingAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingMicrosoft Office SuiteCoaching

Requirements:

Series 7, 66, 63 licenses.
State Insurance Licenses (Life, Accident & Health).
CFP® designation is a plus.
Knowledge of Emoney, Riskalyze and Redtail software is a plus.
3+ years experience as a financial advisor.
Knowledge of the financial industry, products, regulations, and overall environment.
Own transferable book of business.

Responsibilities:

Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services.
Strengthen client relationships through proactive communication.
Perform market research and product analysis.
Analyzing client data.
Conduct SWOT analysis to determine client overall financial health.
Develop and deliver customized client recommendations.
Monitor firm’s social media marketing efforts.
Cultivate leads into clients.
Assist in account related paperwork.
Help clients maximize or create their own 'employee benefits package'.
Handle all Life and Disability Insurance Cases.
Become proficient in advanced college planning strategies.

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