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Associate Fiancial Advisor

Company: Confidential
Location: Harrisburg
Posted on: May 17, 2019

Job Description:

Minimum Requirements: --- College degree preferred --- 2 + years of financial services experience with an emphasis on sales --- Life and Health Licensed; Series 65 preferred --- Strong organizational, prioritization, interpersonal & management skills --- Strong mathematical and analytical skills --- Excellent communications skills; both verbal and written --- Proficient with MS Office Suite (Outlook, Excel, Word & Power point) --- Experience with Salesforce/CRM preferred, but not required Position Responsibilities: --- Prepare, present and implement customized financial plans --- Assist clients with annuities, life, long-term care & managed money --- Provide financial planning advice to include investment, insurance & retirement --- Develop, manage and retain strong client relationships --- Assist main Advisor with meeting individual and team goals Key Traits: --- Strong initiative --- Positive attitude --- Ability to market to local clients --- Persistence --- An entrepreneurial perspective to build client base --- Persuasive ability Base Salary + Commission Benefits--Package Employer Paid Medical & Dental-- Employer Paid Short Term & Long Term Disability-- Employer Paid Life Insurance Policy $100,000-- 15 PTO days per year after 90 day probation period. 1st year will be prorated.-- Paid major holidays (determined each year at companies discretion)-- 401(k)- employer match up to 10% Discretionary bonuses Cell phone covered under company plan-- Mileage for work related travel-- Paid working lunches-- Employer Paid Continuing Education (Insurance & Securities Licenses only) PennLiveLLC.Category: Finance, Keywords: Financial Advisor - Registered Representative

Keywords: Confidential, Harrisburg , Associate Fiancial Advisor, Other , Harrisburg, Pennsylvania

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