Financial Advisor

Shoemaker Financial; Germantown (TN); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Comprehensive training through Apprent

Competitive compensation package

Incentive Based Recognition trips with

Performance incentive programs

Extensive support resources

Job summary

Shoemaker Financial in Germantown, TN is seeking a driven Financial Advisor to help clients achieve their financial goals. You will assess client needs, develop personalized strategies, and implement recommendations with life, health, and investment solutions.

The role includes a six-month training program, mentorship, and licensure support; strong communication and teamwork are essential. A successful track record in sales and leadership is preferred.

Qualifications

• Bachelor's degree required.
• Proven ability to meet and exceed sales goals.
• Excellent written and verbal communication skills.
• Strong interpersonal and teamwork skills.
• Ability to obtain required licenses.
• Ability to work independently and within a team.

Responsibilities

• Assess clients' needs and develop tailored financial strategies.
• Implement recommendations by offering life, health, securities and investments solutions.
• Provide ongoing client support and guidance through licensure and training programs.

Skills

Sales goals achievement

Excellent communication

Interpersonal skills

Teamwork ability

Independent work

Licensing prerequisites

Education

Bachelor's Degree

Job description

Shoemaker Financial is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions.

• Comprehensive training through Apprenticeship and Residency programs
• Competitive compensation package
• Incentive Based Recognition trips with travel opportunities
• Performance incentive programs
• Extensive support resources

Job Requirements

As a Financial Advisor you should have a successful track record of success preferably in leadership, marketing, or business development positions. Your values must align with ours in integrity, trust, and mutual respect.

Additional requirements of the Financial Advisor include:

• Bachelor's Degree
• Proven ability to accomplish sales goals
• Excellent written and verbal communication skills
• Strong interpersonal skills
• Ability to work independently and within a team
• Ability to obtain required licenses

About us

Shoemaker Financial is an independently owned and operated financial planning firm. As a Financial Advisor, you are responsible for achieving various licenses and registrations necessary to be able to offer life insurance, health insurance, securities and investments; we are committed to your success and offer assistance to help you attain the licenses with bonus compensation paid upon successful achievement of licensure. We provide a comprehensive six-month training program along with partnering you with an experienced mentor. Securities and investment advisory services offered through Cetera.