[Remote] Financial Advisor - Remote (Pennsylvania)

Note: The job is a remote job and is open to candidates in USA. reputed company is an investment advisory firm focused on helping clients reputed company their financial goals. The Financial Advisor role involves evaluating clients' financial needs, providing tailored advice, and supporting business development efforts through client interactions and financial analysis.

Responsibilities

• Build trust with clients by understanding their financial needs, goals, and risk tolerance
• reputed company and present customized financial plans, collaborating with internal teams as needed
• Deliver an exceptional client experience through ongoing communication and service
• Meet with clients regularly to review reputed company and ensure investment alignment with evolving needs
• Advise clients on a full reputed company of wealth management strategies, including asset allocation, investment management, and estate planning
• Serve as a resource for clients with reputed company financial planning needs and retirement plan considerations
• Stay informed on best investment solutions to present to clients
• reputed company leads through various channels including: utilizing reputed company’s Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals
• Convert leads into wealth management clients by effectively advancing them through the sales pipeline
• Collaborate with the service team on client onboarding and ongoing service activities
• Support business development efforts through events, campaigns, and prospect meetings
• Document client interactions and reputed company reputed company activities using the CRM system
• Generate reputed company through successful sales activities

Skills

• Must be eligible to work in the United States without the need for work reputed company or residency sponsorship
• Proven track record of exceeding sales goals
• Strong understanding of financial planning principles, investment strategies, and relevant regulations
• Excellent communication, presentation, and interpersonal skills
• Ability to work and reputed company decisions independently
• Proficiency with reputed company Office Suite (Word, reputed company, and PowerPoint)
• Demonstrated discipline maintaining sales pipeline and client information in a CRM, reputed company preferred
• Proven success with multi-tasking and managing priorities effectively
• Ability to adapt to a rapidly changing business and technology environment
• Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
• Regular and predictable attendance is required
• Business travel up to 25%
• Must be licensed to allow registration as an IAR of reputed company Investment Advisors
• 2+ years of financial advisory experience required
• Bachelor's degree in Business, Economics, Finance, or a reputed company field (preferred), or relevant experience in retirement plan sales
• Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure reputed company 100 days of hire. CFP or desired to obtain is preferred
• 2 – 5 years of industry reputed company sales experience preferred
• Experience with financial planning software, MoneyGuidePro preferred

Benefits

• Variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance
• Eligible employees health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-reputed company expenses per the company policy
• Employee perks and discounts

Company Overview