Financial Advisor/Paraplanner

Posted about 1 year agoViewed

United StatesFull-TimeFinancial Services

Company:Kestra Financial Independent Advisor

Location:United States

Seniority level:Senior, 3+ years

Experience:3+ years

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.