Financial Advisor

21St Century Financial Pittsburgh , PA 15220

Posted 5 days ago

Are you ready to make an impact?

We are dedicated to making an impact in the lives of othersincluding our Advisors.

21st Century Financial is seeking a talented individual who seeks to make an impact in the lives of others. Our team is comprised of ambitious, visionary, success driven individuals who are in control of their career away from corporate ladders. For a like-minded individual, we offer:

  • Transition compensation plus commissions (with appropriate licensing)
  • Flexible work schedule, high-income potential
  • Rewarding work-life balance
  • Resources and tools to build a rewarding career as a financial professional.

At 21st Century Financial, we help people unlock lifes possibilities. To do that, we work side by side with a new advisor to raise the barand then leap over it. It is a culture of continuous improvement and learning, of collaboration and creativity.

Responsibilities:

  • Prospecting for clients
  • Building your practice
  • Providing financial education and strategic solutions to clients
  • Collaborating with our team to maximize resources
  • Maintaining long-term relationships with your clientele
  • Learning and improving on a continuous basis

Do you have what it takes to create a business for yourself?

Training:

  • Extensive resources to master financial knowledge, including designation reimbursement
  • Weekly coaching to support growth of a practice for new and expert advisors
  • Ongoing practice advancement, continuing education, and growth opportunities
  • Support in obtaining licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)

We are an equal opportunity employer. 2443719TM_Mar21

Requirements

  • Strong relationship skills and a desire to be in a relationship driven career
  • College degree, or military equivalent preferred
  • Sales or business development experience is preferred
  • Qualified to work in the United States for any employer
  • Reside in the area for three or more years
  • Ability to pass background check and drug screening
  • Community involvement
  • Series 65

Benefits

Base compensation for a new adviser as you grow your commission-based income

  • Transition compensation when applicable
  • Results driven compensation
  • Flexible work schedule
  • Ability to work remotely
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits
icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Advisor Securities Administration

Citizens Bank Of Northern Kentucky

Posted 2 weeks ago

VIEW JOBS 10/5/2020 12:00:00 AM 2021-01-03T00:00 The Financial Advisor represents WesBanco Securities in an assigned branch-based territory, and is responsible for securities production goals in those assigned branches. The Financial Advisor provides investment and insurance solutions to bank and non-bank customers based on a financial planning approach, and offers WesBanco Securities solutions and limited WesBanco Trust solutions under the supervision of WesBanco Wealth Management. The Financial Advisor functions as a team leader and coaches Senior and Licensed Personal Bankers in his/her territory who engage in investment sales, in addition to providing ongoing coaching and training to branch staff regularly on WesBanco Securities referrals. The advisor must possess strong interpersonal skills and have the ability to work with bank partners at all levels of the company. The ability to be proactive and generate business is essential, in addition to cultivating relationships with branch employees and partners. LOCATION: Consideration for location will be Bellevue, PA. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. Must possess proven sales skills, be proactive and generate opportunities. INTERPERSONAL SKILLS: Investment Sales in a banking environment is highly regulated and the advisor is expected to acquire and maintain a proficiency in the Bank's and FINRA (Financial Industry Regulatory Authority) policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. The advisor will also be expected to complete all assigned compliance training in a timely manner. Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Ability to analyze, comprehend and act in accordance with various regulatory entities. Ability to interact professionally with Bank business partners and customers. Must possess strong organizational and planning skills. Ability to maintain confidentiality. Must be self-motivated. Ability to handle travel to assigned offices. CLERICAL SKILLS: Ability to perform general clerical duties and operate various departmental equipment. Proficiency using Microsoft Office products (Word, Excel, Outlook and Powerpoint). Ability to learn various software systems to accomplish work responsibilities. ESSENTIAL DUTIES AND RESPONSIBILITIES: Prospect clients to establish business relationships. Profile clients and recommend suitable investment and insurance solutions. Provide a great client experience to all clients and prospects. Open investment and insurance accounts. Manage and monitor customer service requests, transfers, exchanges and/or any transactions processed on behalf of the clients. Participation in seminars, branch training and community events in support of Securities. Support retail and other divisions in cross referring clients for bank offered services. Coach and train Senior and Licensed Personal Bankers and branch employees. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Citizens Bank Of Northern Kentucky Pittsburgh PA

Financial Advisor

21St Century Financial