Senior Financial Advisor
Company:Farther
Location:United States
Languages:English
Seniority level:Senior
Skills:
Financial ManagementClient relationship managementBudgetingSales experienceFinancial analysis
Requirements:
Proven track record of success in acquiring new wealth management relationships Consistently demonstrated ambition, drive, and grit Expert, current knowledge of investment products and services across personal finance Ability to convey financial advice with empathy, understanding, humility, and confidence Passion for building a better personal finance experience Existing transferrable client base Series 65 or equivalent; clean U4
Responsibilities:
Turn prospects into clients and clients into raving Farther fans Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
