Growth‑Oriented Financial Advisor

Barnum Financial Group; Village of Elmsford (NY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Personal coaching from proven winners

Customized marketing support

Access to a broad range of products

Tools to manage practice

Job summary

A financial services firm in Village of Elmsford seeks a Financial Services Representative to provide clients with important financial guidance. Responsibilities include networking, maintaining client relationships, and delivering financial solutions. Ideal candidates possess strong interpersonal and communication skills, are goal-oriented, and hold a relevant degree. This role offers extensive training and support to help build a successful career in finance.

Qualifications

• Strong interpersonal, organizational, and communication skills required.
• Self-starter who is goal-oriented and a team player.
• Ideally holds a BA, BS, or Graduate Degree.

Responsibilities

• Prospecting, networking, and obtaining clients through various methods.
• Participate in the Advisor Pro Training program.
• Maintain long-term relationships with clients.
• Provide financial solutions through needs analyses.
• Expand knowledge through ongoing professional development.

Skills

Strong interpersonal skills

Organizational skills

Communication skills

Self-starter

Goal oriented

Team player

Work ethic

Education

BA, BS, and/or Graduate Degree or equivalent work experience

Job description

A financial services firm in Village of Elmsford seeks a Financial Services Representative to provide clients with important financial guidance. Responsibilities include networking, maintaining client relationships, and delivering financial solutions. Ideal candidates possess strong interpersonal and communication skills, are goal-oriented, and hold a relevant degree. This role offers extensive training and support to help build a successful career in finance.