Location
San Francisco, CA | United States
Job description
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities:
- Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications:
- Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Requires a Bachelor’s degree in finance, business administration, or related field
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
About Company:
In its more than 173 years, National Life has insured everyone from celebrities to working people, including passengers on the Titanic and the Hindenburg and victims of the great influenza epidemic of 1918-19.
The company evolved into National Life Group, offering a full range of financial services. In 1968, the company formed a broker-dealer affiliate, Equity Services, Inc. Eight years later, National Life acquired Sentinel Advisors, which now serves as the manager of National Life's investment portfolio that backs its insurance assets. In 1996, National Life purchased the majority interest in Life Insurance Company of the Southwest (LSW), purchasing the remaining interest three years later.
Together, National Life Group’s member companies sell life insurance, annuities, and investments in every state (with the exception of LSW who isn't licensed in NY) around the country.
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