Entry Level Financial Advisor at Smollan Financial Service

About the position

Become trained and skilled to perform the Financial Adviser role effectively and efficiently (these duties will be performed under supervision):

• Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
• Meets production targets that impact overall company revenue goals.
• Demonstrate proficiency in the use of Liberty tools and systems.
• Develops a book of business consistent with Liberty's standards.
• Provides a high level of client service.
• Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, and insurance needs.
• Develops client pipeline by prospecting, networking, engaging in initiatives.
• Recommends financial solutions based on client needs.
• Seeks expertise of internal resources to identify opportunities and solutions for clients.
• Maintains appropriate record keeping and supervision files.
• Stays abreast of products, industry rules and regulations, and financial planning.
• Performs other duties and responsibilities as assigned.
• Help clients to identify and achieve their financial dreams, by tailoring a financial plan that covers investments, insurance, and retirement planning, thus creating wealth and peace-of-mind for their clients.
• Conduct detailed clients' financial needs analysis and provide professional advice
• Create and protect the financial security and wealth of clients
• Assist clients to achieve their financial dreams and maintain client portfolios
• Create and cultivate relationships with clients
• Provide excellent service orientation and frequent contact with clients

Desired Skills:

• Administration Financial Services
• Client administration

Desired Work Experience:

• 1 to 2 years Financial Services Consulting

Desired Qualification Level:

• Certificate