Team Based Financial Advisor

Jobtailor; Fayetteville (AR); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor in the United States is seeking a candidate to study for licenses, complete a 6-week training, and start building a book of business as a traditional financial advisor.

You will meet potential clients, educate them on investments, insurance, retirement and generosity, and develop advisory skills under mentorship. This paid program emphasizes building relationships and professional growth within a sponsoring team.

Qualifications

• Bachelor's degree or equivalent experience.
• Satisfactory background check and fingerprinting.
• Securities registration and/or insurance licensing verification, if applicable.
• Licensing may include Life, Health and Annuity; SIE; Series 6/63; Series 7/66; or Series 7/63/65.
• Strong computer aptitude and knowledge of MS Office and Salesforce.

Responsibilities

• Study for and obtain necessary resident-state and securities/insurance licenses during the first 8 to 13 weeks.
• Potentially enroll in a comprehensive 6-week training program after licensing.
• Build a book of business with the goal of joining the sponsoring team as a traditional financial advisor.
• Meet potential clients and build genuine, long-term relationships based on shared values and goals.
• Educate and empower clients regarding investments, insurance, retirement and generosity.
• Build a personal network through local nonprofits, churches and businesses.
• Develop financial-advisor skills and best practices.
• Serve clients with mentorship through joint field work.

Skills

Client relationships

Financial advisory

Interpersonal skills

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

• Study for and obtain necessary resident-state and securities/insurance licenses during the first 8 to 13 weeks
• Potentially enroll in a comprehensive 6-week training program after licensing
• Build a book of business with the goal of joining the sponsoring team as a traditional financial advisor
• Meet potential clients and build genuine, long-term relationships based on shared values and goals
• Educate and empower clients regarding investments, insurance, retirement and generosity
• Build a personal network through local nonprofits, churches and businesses
• Develop financial-advisor skills and best practices
• Serve clients with mentorship through joint field work

Requirements

• Bachelor’s degree or equivalent experience
• Satisfactory background check
• Fingerprinting
• Securities registration and/or insurance licensing verification, if applicable
• Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, PowerPoint, and Salesforce
• Ability to handle multiple tasks and maintain high-quality work during frequent interruptions
• Ability to maintain the integrity of sensitive and confidential information
• Necessary licenses may include resident-state Life, Health and Annuity; SIE; Series 6 and 63; Series 7 and 66; or Series 7, 63 and 65

Core Competencies

Demonstrates expertise in building client relationships and developing financial advisory skills, while maintaining compliance with licensing requirements and handling sensitive information. Proficient in utilizing business tools to enhance client engagement and operational efficiency.

Highest-signal resume keywords

• Bachelor's Degree
• Securities Licensing
• Insurance Licensing
• Microsoft Office Suite
• Salesforce

ATS Optimization Keywords

Hard Skills

• Financial Advisory Skills
• Client Relationship Management
• Investment Education
• Insurance Knowledge
• Retirement Planning

Soft Skills

• Interpersonal Skills
• Mentorship
• Time Management
• Integrity
• Communication

Certifications & Qualifications

• Life License
• Health License
• Annuity License
• SIE
• Series 6
• Series 63
• Series 7
• Series 66
• Series 65

Industry Keywords

• Financial Services
• Client Empowerment
• Book of Business
• Networking
• Nonprofit Engagement

Tools & Technologies

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Salesforce