Teksalt
Location
Plymouth, MN | United States
Job description
We are looking for Financial Advisor Associate in Plymouth, MN. This is a rewarding position because you play an important role in helping clients achieve their life goals, such as financial security for loved ones and a comfortable retirement. The role is primarily an advisory or sales role. If you or know anyone would be interested please reach out to me at [email protected]
Roles/Responsibilities
You will be an integral part of our team by supporting the lead advisor/owner in servicing existing clients, growing his practice and by focusing upon new client acquisition and enhancing direct client relationships.
Be directly responsible for the book of business (Prefer to have $10MM -$25MM of existing business) that he/she brings
Work directly with clients, in collaboration with the lead advisor
Find new prospects and schedule new appointments
Support lead advisor in marketing initiatives to grow the business
Generating additional sales and new clients
Will focus on new client acquisition into the practice especially for financial planning
Help bring new assets for being managed in to the practice
Find life insurance/long-term care leads into the practice and work on helping clients get life/long-term care insurance.
Education & Experience
Undergraduate degree
Series 7 and 66 Licenses (or equivalent) and Life & Health License required
2-5 years of experience in the financial services industry (familiarity with account types, mutual funds, stocks, financial planning etc.) preferred
High level of comfort and familiarity with general technology and software applications (Microsoft Office products, social media, Smart Office, E-Money, Riskalyze preferred, but not required
Thank you,
Praveen
TekSalt Solutions
[email protected]
612-852-4887
Job tags
Salary
