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Job Details

Financial Advisor

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JOB DESCRIPTION
Job #: 14812
Status: Active
Title: Financial Advisor
Job Location: WI-All
Upper Midwest (MI, MN, ND, SD & WI)
Job Categories: Investments & Securities
Industries: Financial Services
Base Compensation:
Low: $25,000       High: $30,000
Total Compensation:
Low: $100,000       High: $200,000
Bonus, Incentives, etc.: Commission
Benefits: Full Benefits
Is Employer Willing to Relocate?: ?
 
Why is This a Great Opportunity?
Responsibilities Our team of financial professionals provides knowledgeable, objective financial advice and customized strategies to consumer segments that demand the highest-quality service. You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. As a result, you will be developing strategic and trusted long-term client relationships. You will help make a positive impact on individuals' and businesses' futures, marketing and implementing financial services and products that address the evolving financial needs of your clients throughout their lifetimes. These may include life insurance, investments, retirement and estate planning, as well as executive benefits, business succession plans, and employee benefits for your business clients. Our dedicated management and support teams will provide the guidance, tools, and techniques for ongoing customer acquisition, personal growth, and greater income potential. You will engage state-of-the-art technology and internal systems and processes to service your clients. Training is a process, not an event, whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant, and Chartered Life Underwriter. Qualifications The companies financial professionals may come from a variety of backgrounds, but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence. Many of our qualified candidates are active in local community, charitable, or professional organizations and have an established network of professional and personal contacts. The company’s financial professionals have the ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships. A four-year college degree is preferred and relevant professional securities designations or licenses a plus. If you do not have the following, you will be required to attain them, under the sponsorship of the company: state life and health licenses, FINRA Series 7 and 66. The company provides a total support system to help you succeed in today's competitive marketplace – but it takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves.
 
Job Description:
Responsibilities Our team of financial professionals provides knowledgeable, objective financial advice and customized strategies to consumer segments that demand the highest-quality service. You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. As a result, you will be developing strategic and trusted long-term client relationships. You will help make a positive impact on individuals' and businesses' futures, marketing and implementing financial services and products that address the evolving financial needs of your clients throughout their lifetimes. These may include life insurance, investments, retirement and estate planning, as well as executive benefits, business succession plans, and employee benefits for your business clients. Our dedicated management and support teams will provide the guidance, tools, and techniques for ongoing customer acquisition, personal growth, and greater income potential. You will engage state-of-the-art technology and internal systems and processes to service your clients. Training is a process, not an event, whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant, and Chartered Life Underwriter. Qualifications The companies financial professionals may come from a variety of backgrounds, but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence. Many of our qualified candidates are active in local community, charitable, or professional organizations and have an established network of professional and personal contacts. The company’s financial professionals have the ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships. A four-year college degree is preferred and relevant professional securities designations or licenses a plus. If you do not have the following, you will be required to attain them, under the sponsorship of the company: state life and health licenses, FINRA Series 7 and 66. The company provides a total support system to help you succeed in today's competitive marketplace – but it takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: Responsibilities Our team of financial professionals provides knowledgeable, objective financial advice and customized strategies to consumer segments that demand the highest-quality service. You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. As a result, you will be developing strategic and trusted long-term client relationships. You will help make a positive impact on individuals' and businesses' futures, marketing and implementing financial services and products that address the evolving financial needs of your clients throughout their lifetimes. These may include life insurance, investments, retirement and estate planning, as well as executive benefits, business succession plans, and employee benefits for your business clients. Our dedicated management and support teams will provide the guidance, tools, and techniques for ongoing customer acquisition, personal growth, and greater income potential. You will engage state-of-the-art technology and internal systems and processes to service your clients. Training is a process, not an event, whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant, and Chartered Life Underwriter. Qualifications The companies financial professionals may come from a variety of backgrounds, but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence. Many of our qualified candidates are active in local community, charitable, or professional organizations and have an established network of professional and personal contacts. The company’s financial professionals have the ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships. A four-year college degree is preferred and relevant professional securities designations or licenses a plus. If you do not have the following, you will be required to attain them, under the sponsorship of the company: state life and health licenses, FINRA Series 7 and 66. The company provides a total support system to help you succeed in today's competitive marketplace – but it takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves.
 
Preferred Qualifications: Responsibilities Our team of financial professionals provides knowledgeable, objective financial advice and customized strategies to consumer segments that demand the highest-quality service. You will have the opportunity to optimize your excellent interpersonal skills to perform face-to-face needs analysis with potential clients. As a result, you will be developing strategic and trusted long-term client relationships. You will help make a positive impact on individuals' and businesses' futures, marketing and implementing financial services and products that address the evolving financial needs of your clients throughout their lifetimes. These may include life insurance, investments, retirement and estate planning, as well as executive benefits, business succession plans, and employee benefits for your business clients. Our dedicated management and support teams will provide the guidance, tools, and techniques for ongoing customer acquisition, personal growth, and greater income potential. You will engage state-of-the-art technology and internal systems and processes to service your clients. Training is a process, not an event, whereby our financial professionals, at every level of experience, build their careers. You will participate in national and local development programs and joint work opportunities that provide comprehensive knowledge and skill training. We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant, and Chartered Life Underwriter. Qualifications The companies financial professionals may come from a variety of backgrounds, but they all share several important characteristics. They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are team players, possess excellent interpersonal relationship skills and communication abilities, and have a high degree of self-confidence. Many of our qualified candidates are active in local community, charitable, or professional organizations and have an established network of professional and personal contacts. The company’s financial professionals have the ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term partnerships. A four-year college degree is preferred and relevant professional securities designations or licenses a plus. If you do not have the following, you will be required to attain them, under the sponsorship of the company: state life and health licenses, FINRA Series 7 and 66. The company provides a total support system to help you succeed in today's competitive marketplace – but it takes a commitment of your time and focused efforts to turn your talents into a long-term profitable business, earning the recognition and rewards your dedication deserves.
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 1-2+
 
Years of Experience in Present Position: 1-2+
 
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