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Financial Advisor

Employer
PeopleShare Inc
Location
Northlake, Georgia, United States
Closing date
Feb 16, 2023

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
PeopleShare is seeking a Licensed Financial Professional for an American Investment Management and Wealth Management Firm with over $2.3 trillion in client assets. This position is open Nationwide to all FINRA licensed agents

Text "JOBS" to 610-795-2775 to answer a few questions and connect with a Recruiter or call our office 757-873-6644

Job Details for Financial Advisor:
  • Schedule:Full time
  • Pay Rate: $95,000-$165,000 w/benefits
  • Direct Hire


Job Responsibilities & Description for Financial Advisor:
  • Complete required training, have industry licenses- Series 7 & 66 (63 & 65 in lieu 66), master assessments, maintain continuing education requirements and meet minimum performance standards.
  • Source prospective clients, capitalize on referrals and assess customer needs.
  • Maintain a well-developed and clear team marketing plan that attracts target client.
  • Establish and maintain relationship with management team.
  • Track and review progress on leads proactively and regular.


Job Requirements for Financial Advisor:
  • Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Builds and nurtures strong relationships
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Proven ability to engage with and influence others.


REL2

PeopleShare is the leading Staffing Agency in the region and has temporary to hire and permanent jobs in Virginia (VA) - Chesapeake, Newport News, Norfolk, Suffolk, & Virginia Beach. We have openings for receptionist, data entry, customer service, collections, Financial Advisor, office managers, call center, Financial Advisor, administrative assistant, Financial Advisor, accounts payable clerk, Financial Advisor, accounts receivable clerk, file clerk,Financial Advisor, warehouse, assembly, production, pickers, packers, forklift, machine operators, and maintenance mechanics.

PeopleShare provides equal opportunities to all employees and applicants for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, genetic disposition, neurodiversity, disability, veteran status, or any other protected category or class under federal, state, and/or local laws. This policy applies to all locations and all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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