Engage in personalized marketing techniques to acquire clients and develop a book of business to meet and exceed performance hurdles.

• Assess client needs, recommend suitable investment products and services, and execute customized solutions.
• Plan and manage your time, people, and budget to run a productive practice.
• Maintain relationships with the management team and inform management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies.
• Complete mandated training, assessments, performance goals, and continuing education requirements.
• Obtain necessary licensing and registrations (Series 7 and Series 66 and Insurance).
• Complete the Certified Financial Planner (CFP) Investment Planning Course and the Financial Planning course.

Required Skills:

• Proven ability to engage with and influence others
• Exceptional interpersonal and relationship building skills
• Effective communication skills (written and verbal)
• Proven ability to quickly build trust and credibility
• Proven ability to assess needs of clients and recommend appropriate solutions/ interventions
• Proven ability to work collaboratively on a team and with key partners
• Proven ability to listen and probe for clarity and understanding
• Goal and results oriented
• Ability to source clients through prospecting and networking
• Ability to work in an environment where the majority of your compensation is tied to your performance
• Strong follow-through skills
• Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Desired Skills:

• At minimum a Bachelor's Degree
• Demonstrated track record of success
• Proficiency in using Sales Force/Client Relationship Manager Tool
• Strong understanding of the Financial Advisor role

Pay:

• Base salary
• Fully commissioned position
• Opportunity for bonuses based on performance

Ideal candidates:

We're looking for highly motivated individuals with at least two years of full-time sales experience to join our team as Financial Advisors. You'll acquire clients using personalized marketing techniques, including warm to hot leads from our database, and exceed performance goals. You'll assess client needs, recommend suitable investment products, and execute customized solutions. Plan and manage your time, people, and budget for productivity. Receive world-class training and state-of-the-art software, we'll help you achieve success.

Job Types: Full-time, Part-time, Contract, Temporary, Internship

Pay: $97,953.23 - $169,793.13 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay
• Signing bonus
• Tips

Ability to commute/relocate:

• Rochester, NY: Reliably commute or planning to relocate before starting work (Required)

Work Location: One location

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