FINANCIAL ADVISOR
Company: Priorityonesearch
Location: Phoenix
Posted on: March 19, 2023
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Job Description:
$75,000-90,000 Base Salary + Quarterly Production Bonus + Full
Benefis
MUST HAVE 7/66 (63/65)
This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the
federal registry system and remain in good standing. Your position
requires SAFE Act registration and you'll be required to register
and submit to the required SAFE Act background check and
registration process. Failure to obtain and/or maintain SAFE Act
registration may result in your immediate termination. WE PROVIDE A
strong referral network from across the business to increase
opportunities for affluent and high net worth client acquisition
and provide access to partners who are specialists in their field.
Marketing strategies to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize
your practice as the industry evolves. Potential Opportunities for
professional growth. Leadership opportunities, including leading
client and conference seminars Required skills: Currently holds
Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years'
experience working in the financial service industry and/or a sales
environment where goals were met or exceeded (including at least
one year experience in the investments industry, including
investment training and in-depth knowledge of investment products
and services) Is a self-starter who efficiently manages time and
capacity. Sets and accomplishes goals, achieving whatever you put
your mind to. Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable
engaging all clients. Manages goals, navigates complexity,
prioritizes tasks and executes in a fast-paced environment. Likes
to learn, adapts to new information and seeks the right solutions
for clients. Is thorough and thoughtful in incorporating relevant
regulatory due diligence into daily activities and long-term
strategies for clients. Desired skills: Proven ability to partner
and promote lead generation. Experience balancing investment
management, sales activities and new client development. Strong
computer skills and the ability to multitask in a demanding
environment. A bachelor's degree, preferably in business-related
field. Achieved additional professional designations such as
Certified Financial Planner (CFP) and/or Chartered Retirement
Planning Counselor (CRPC).
Keywords: Priorityonesearch, Phoenix , FINANCIAL ADVISOR, Accounting, Auditing , Phoenix, Arizona
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