Financial Advisor — Flexible Schedule & Growth Path

Strategic Financial Partners

Chattanooga (TN)

On-site

USD 45,000 - 70,000

Full time

6 days ago

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Job summary

Strategic Financial Partners is seeking Financial Services Representatives in Tennessee, Alabama, and Arkansas. This entry-level and experienced role offers independence as an independent contractor and control over your schedule, backed by robust support and a three-year residency program to help you build a successful advisory practice.

The firm emphasizes client-focused financial planning, education, and growth within a team-driven environment across the Southeast.

Qualifications

Excellent interactive skills and sales abilities.
Firm belief in financial products and solutions.
Demonstrates determination and commitment.
Presents one’s self as outgoing and confident.

Responsibilities

Prepare recommendations based on individualized needs analysis to meet the needs of customers, while keeping their best interests in mind.
Deliver a diversified set of investment and insurance advice-based solutions with a financial planning mindset to meet the individualized investment needs of clients.
Provide sound financial services by advising clients on the advantages and drawbacks of different products in accordance with their individual needs.
Meet or surpass established sales goals while meeting individual client needs and complying with company policies and regulations.
Provide first class customer service during each customer interaction through a complete understanding of the sales process, licensing requirements and policies.