Job Description:

A Fee-Based RIA, Nationally Renowned as a Fastest Growing Privately Held Firm three years in a row, is looking for exceptional and ambitious Financial Advisor to join their growing team! Provided with a pipeline of qualified prospects and referrals, they will create new client relationships and work collaboratively with a team of trusted fiduciaries, Relationship Advisors, Financial Planners, Operations and Client Service Specialists, to ensure sophisticated needs are met while maintaining compliance. The ideal candidate is energetic, personable, and possesses an inherit ability to connect with others, building relationships quickly. Initial duties include performing 1st, 2nd and 3rd calls to close the prospect opportunities. Personal prospecting is encouraged as well. Key ResponsibilitiesMeet with qualified prospects and referrals on a regular basis via phone, in person, and email,Client acquisition, close ~$40MM per year of new businessWork collaboratively with a team of Relationship Advisors, Financial Planners, Operations and Client Service Specialists to build customized financial plans tailored to the clients' needsQualifications:CFP or ChFC; Life and Health Licensed; Series 655+ years' experience in Financial Planning, Insurance, Investments, Annuities, & Tax requiredDemonstrated track record of closing new business and salesStrong organizational, prioritization, interpersonal, and management skillsStrong mathematical and analytical skillsProficient with MS Office Suite & CRM experience requiredPersonable attitude and willingness to build relationships with prospectsAbility to explain complicated financial concepts in a comprehensive mannerFamiliarity with interpreting financial data (Profit and Loss, Balance Sheet, taxes) preferredConstant learning mentality. Ability to learn and retain a wide variety of subject matterTeam players willing to take initiative to help when neededSelf-starter who does not need to be micromanaged/ability to work independentlyProblem-solving/troubleshooting ability will be necessaryAbility to prioritize and seek assistance in determining task priorityWillingness to take initiative and proactive follow up with clientsAbility and willingness to adapt to changing environmentAble to follow and adhere to process standardsCompensation & BenefitsThis is a salaried position subject to current market demands and candidate experience that offers an aggressive commission structure and includes a competitive benefits package; Medical, Dental and Vision benefits, 401k, and generous PTO.