Financial Advisor - Flexible Schedule + Residency Program

Strategic Financial Partners; Little Rock (AR); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Residency program

Team opportunities

Support network

Flexible schedule

Office in multiple cities

Job summary

Strategic Financial Partners in the Southeast is seeking Financial Services Representatives for entry-level and experienced candidates across Tennessee, Alabama, and Arkansas. The firm offers a three-year advisor residency, extensive team support, and a pathway to building a personal practice with independence and solid backing.

As a representative, you will grow your client book by meeting prospects, delivering investment and insurance recommendations, and guiding clients through financial

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.

Skills

Sales Abilities

Needs Analysis

Communication

Outgoing

Product Knowledge

Job description

Strategic Financial Partners in the Southeast is seeking Financial Services Representatives for entry-level and experienced candidates across Tennessee, Alabama, and Arkansas. The firm offers a three-year advisor residency, extensive team support, and a pathway to building a personal practice with independence and solid backing.

As a representative, you will grow your client book by meeting prospects, delivering investment and insurance recommendations, and guiding clients through financial