Investment Advisor

Base salary plus bonus

This world class provider of comprehensive wealth management and investment products and services for individuals and institutions seeks an exceptional individual to join their Financial Advisor training and development program. In this highly structured team, you will develop a pipeline of affluent clients, identify client needs, develop relationships with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals, and the business management skills needed to operate an optimal practice model.

The ideal candidate will bring to the role a broad network of contacts and relationships along with the ability to develop a strong sales pipeline through prospecting, telemarketing and relationship building skills.

Specific Responsibilities:

  • Developing a book of business in order to meet and exceed the required performance hurdles
  • Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of the Firm and delivering highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer-term plan
  • Planning and managing resources (time, people, budget) to run an optimal practice

Establishing and maintaining relationship with the management team and informing them of any circumstances that require supervisory attention/review/approval per compliance guidelines and policies

  • Completing required training, obtaining industry licenses (Series 7 & 66 if applicable), mastering assessments, maintaining continuing education requirements and meeting minimum performance standards

Requirements:

  • BA / BS degree preferred
  • Series 7 and 66 licenses a plus
  • Certified Financial Planner (CFP) a plus
  • 1 to 5 years of B2B sales experience highly desirable
  • A history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers.
  • High professional standards and integrity

This exciting opportunity will not last long so send your resume today!

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Experience:

  • sales: 1 year (Required)

Education:

  • Bachelor's (Required)
Company
Access LLC
Posted
11/06/2021
Salary Range
$55,000.00 - 122,000.00
per Year
Salary range estimated by
Location
Phoenix, AZ 85003, US
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