Virtual Financial Advisor

Jobtailor; Arizona; On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking an experienced financial professional in the United States, Arizona, to consult on investment and insurance strategies and to develop comprehensive financial plans for clients.

The role focuses on growing and retaining a robust book of business, owning the client experience, and collaborating with internal partners to maximize referrals and opportunities.

Qualifications

• 2+ years of relevant professional experience.
• Bachelor's degree required.
• FINRA Series 7 and 66 licenses required.
• Life & Health Insurance licenses required.
• Proven ability in prospecting and building client relationships.
• Strong financial analysis and modeling skills.
• Experience in investment banking and client advisory roles.
• Excellent public speaking and presentation abilities.
• Strong relationship management and collaboration with partners.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service and identifying opportunities.
• Acquire and expand client relationships through business development.
• Coach and educate branch staff to identify investment opportunities.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

Bachelor's degree

FINRA Series 7 & 66 licenses

Job description

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients
• Grows and retains an investment and insurance book of business
• Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate
• Acquires, expands and maintains client relationships through business development and client networking
• Grows client loyalty and share of wallet through an exceptional client experience
• Applies product and procedural knowledge to solve client problems appropriately and efficiently
• Develops and implements investment and insurance strategies for clients
• Determines the best products to support such strategies
• Present sound financial recommendations and guidance to clients
• Establishes individual financial plans based on client financial needs and objectives
• Monitors financial plans and recommends changes as needed
• Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities
• Drives investment education and visibility among branch staff
• In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results
• Shows urgency with activities and leads by example
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity
• Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management
• Meets service level agreements on lead and referral follow up
• Adheres to all applicable laws, regulations, policies and guidelines

Requirements

• 2+ years of relevant professional experience
• Bachelor's degree
• FINRA Series 7 and 66 (or 63,65) required
• Life & Health Insurance licenses required
• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial Analysis
• Financial Modeling
• Investment Banking
• Public Speaking
• Relationship Building
• Relationship Management