Role OverviewFinancial advisors partner with clients to achieve long-term financial goals, developing and growing their own practice with support from a branch team and home-office team. They lead the branch team to serve clients and contribute to the firm's purpose.
What You Will Do
Build relationships, understand clients' needs, create personalized strategies, oversee branch processes, engage the branch team, and create a highly engaging environment in the branch.
Why It Might Be a Fit
No ceiling to earning potential, compensation tied to effort, opportunities for commissions, profit sharing, and incentive travel, flexibility to balance personal and professional lives, and a culture of continuous improvement and professional development.
Requirements
- Build relationships to create new clients
- Deeply understand clients' and prospective clients' needs
- Oversee branch processes and roles
- Engage the branch team to create and adjust the branch business plan
Benefits
- Paid training
- Salary for the first five years
- Firm-provided branch office
- Branch office support
- Support network
- Opportunities for commissions, profit sharing, and incentive travel
- Flexibility to balance personal and professional lives
- Culture of continuous improvement and professional development
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