Financial Advisor/Paraplanner
G
Gen X Wealth PartnersFinancial Services
United StatesFull-TimeSenior
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years
- Required Skills
- LeadershipProject ManagementBusiness DevelopmentData AnalysisPeople ManagementProject CoordinationJiraCross-functional Team LeadershipOperations ManagementStrategyFinancial ManagementGoMicrosoft ExcelMicrosoft OfficeMicrosoft Office SuiteCommunication SkillsAnalytical SkillsCollaborationProblem SolvingMentoringNegotiationAccountingAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingCoaching
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.
View Full Description & ApplyYou'll be redirected to the employer's site
