Financial Advisor - East PA

Financial Independence Group Talent Solutions Allentown , PA 18101

Posted 9 months ago

Job Description

WHO WE ARE:

We (Financial Independence Group) are one of the nations largest Finance and Insurance Marketing Organizations (FMO & IMO) supplying products and services to financial professionals in all 50 states.

FIG Talent Solutions (www.figmarketing.com/figtalentsolutions) provides the identification, attraction, and recruitment of new employees for our local-market Financial Advisors and their related businesses.

JOIN OUR TEAM TODAY!

One of our Financial Planning Practices is in search of a Financial Advisor to join their team immediately. The Financial Advisor will have exclusive opportunities:

  • Access to prospective clients within the K 12 public education niches
  • Work with an existing book of business/client relationships
  • Transfer current cases/clients to our platform

YOUR ROLE:

As part of the advisory and planning team, you will support the development and delivery of customized financial solutions to our investment clients.

HOW YOU WILL MAKE AN IMPACT:

  • Prepare plan packages for our prospects and clients combining effective investment and tax advantageous strategies
  • Assessment of clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base
  • Prospect, market, and identify new clients

HOW WE HELP YOU ACHIEVE SUCCESS:

  • NO COLD CALLING
  • Marketing program design, implementation, and support from our corporate office
  • Comprehensive training including additional licensing and continued education programs
  • Strategic business planning with our Sales Management Team based on individual and geographical performance needs
  • Client services support center with a dedicated client services associate

WHY YOU ARE THE RIGHT PERSON:

  • Minimum of 1-2 years of financial services experience
  • FINRA Series 6 or 7 and 66 or 63
  • Pennsylvania State Life & Health Insurance Producer

This is a base salary plus commission opportunity.

See if you are a match!

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Financial Advisor - East PA

Financial Independence Group Talent Solutions