Financial Advisor Residency – Flexible Schedule & Growth

Strategic Financial Partners; Birmingham (AL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Residency program

Team opportunities

Comprehensive support network

Flexible schedule

Job summary

Strategic Financial Partners in the Southeast seeks Financial Services Representatives (entry-level and experienced) across Tennessee, Alabama, and Arkansas. You will build your book of business, guide clients on investments and insurance, and work toward sales goals with strong client focus.

The firm offers a three-year advisor residency, team support, and the freedom to manage your own schedule while developing expertise within a collaborative environment.

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

Interpersonal skills

Outgoing demeanor

Confidence

Customer-service mindset

Job description

Strategic Financial Partners in the Southeast seeks Financial Services Representatives (entry-level and experienced) across Tennessee, Alabama, and Arkansas. You will build your book of business, guide clients on investments and insurance, and work toward sales goals with strong client focus.

The firm offers a three-year advisor residency, team support, and the freedom to manage your own schedule while developing expertise within a collaborative environment.