Financial Advisor / Investment Advisor (Palo Alto)

  • Address:Palo Alto, CA 94301 (map)
  • Date Posted:08/23/16
  • Job Type:Full-time
  • Description:
  •  Our client, a leading financial services company, is seeking a highly motivated, achievement-driven individual who wants the opportunity to grow a financial services practice with the support and strength of one of the nation’s leading financial services firms. You’ll be part of a recognized, respected company that offers:High earnings potential and comprehensive benefits - Base + CommissionTraining, support and hands-on managementAdvancement/management opportunitiesOur work environment is fast-paced, energetic and enthusiastic. If you have an entrepreneurial mindset and are not looking for just a job, then this is the place for you.Job Description:Provide information/education to clients about the purpose and details of financial products, services and strategies.Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.Contact clients periodically to determine if there have been changes in their financial status.Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality serviceYou don’t need to have a finance or economics degree to be a successful financial professional. Training is a process not an event, whereby our financial professionals, at every level of experience, build their business. 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.Requirements:Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence.Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to sustain long-term relationships.Must be authorized to work in the United StatesA four-year college degree is preferred but not neededSeries 7 and 63/66 a must.
Ad ID: 45724126
  • Posted by: Ad Partner | View all ads
  • Profile: Active since 08/2016
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