Financial Advisor

Jobtailor; Lancaster (Lancaster County); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking a capable advisor to consult on investment and insurance strategies while developing comprehensive financial plans for clients. You will own the client experience, manage sales and service, and refer opportunities to internal partners as appropriate.

You will expand and maintain client relationships through proactive business development, delivering sound recommendations and building loyalty. A strong track record in financial analysis and client servicing is essential.

Qualifications

• Bachelor's degree or higher required.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance licenses required.
• Minimum 2+ years of relevant professional experience.

Responsibilities

• Grows and retains an investment and insurance book of business.
• Consults on investment and insurance strategies and develops financial plans.
• Owns the client experience, handling sales and service and referrals.
• Expands client relationships through business development and networking.
• Delivers sound financial recommendations and establishes client plans.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

FINRA Series 7/66/63/65

Life & Health Insurance

Education

Bachelor's

Job description

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking.
• Grows client loyalty and share of wallet through an exceptional client experience.
• Applies product and procedural knowledge to solve client problems appropriately and efficiently.
• Develops and implements investment and insurance strategies for clients.
• Determines the best products to support such strategies.
• Present sound financial recommendations and guidance to clients.
• Establishes individual financial plans based on client financial needs and objectives.
• Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities.
• Drives investment education and visibility among branch staff.
• In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results.
• Shows urgency with activities and leads by example.
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management.
• Meets service level agreements on lead and referral follow up.
• Adheres to all applicable laws, regulations, policies and guidelines.

Requirements

• 2+ years of relevant professional experience
• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial Analysis
• Financial Modeling
• Investment Banking
• Public Speaking
• Relationship Building
• Relationship Management
• Bachelor's
• FINRA Series 7 and 66 (or 63,65) required
• Life and Health Insurance required.

Demonstrates expertise in developing and implementing investment and insurance strategies while maintaining strong client relationships. Proficient in financial analysis, client prospecting, and delivering exceptional client experiences to drive business growth.