Financial Advisor Development Program
: Job Details :

Pence Financial Group is a firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. As a Firm, the Pence family of companies is the recipient of numerous industry awards and recognition. Success thus far has resulted in managing $2+ Billion of client assets with big growth goals for the future! As a result, Pence Financial Group is looking to expand their team of advisors.

This is a development program for those in the early part of their career in the financial services industry. While in the development phase, the candidate will spend time in one of our local offices learning the systems, trained, and being mentored by an experienced Advisor. The Advisor Development Program culminates with being assigned as the lead advisor in one of our new offices. In each stage of the process, this is an in-person, in office role.

When you become a Financial Advisor on the Pence Financial Group team, your focus will be to provide the ultimate in client service resulting in retaining any firm clients that may be assigned and adding new clients to the firm. The best part is you won't have to do this alone. You will have ongoing access to systems, training, mentorship, and an investment team that will enable you to confidently focus on your number one objective; acquiring and retaining clients. All investment portfolios are managed by our investment team so that you can concentrate on building the client relationship.

Responsibilities

• Learn the systems and processes for efficient client service
• Prepare/process back office paperwork as needed
• Prepare financial analysis/plans for prospects and clients
• Commit to a collaborative approach as you consistently act with integrity and professionalism
• Expand and deepen your own knowledge base and practices in the financial field
• Attend firm client events
• Input and complete tasks in company provided CRM (SalesForce)
• Understand/explain account and investment details, including performance, to clients

Requirements

• Minimum of 1-year of experience in the financial services industry
• Positive, can-do attitude matched with hard work
• SIE, Series 7 Top-Off, Series 66, and Life & Health licenses
• Experience in high touch customer service
• Organization skills to manage multiple projects simultaneously
• Excellent communication skills
• Customer Record Management (CRM) system experience (SalesForce preferred)
• Experience communicating individually and/or to small groups in a professional manner
• Consultative sales experience
• College degree
• Desire to obtain a CFP Designation
• Military experience a plus

To succeed in this job, you need to have:

• A servant's heart – always putting others first
• Excellent written and verbal communication skills
• Professional demeanor, punctuality and “earn it” work ethic
• Relentless follow-up and strive for satisfaction
• Outstanding organizational and time management skills
• Ability to proactively assess situations and work/think independently
• Prioritization skills, flexibility to handle last minute items with poise

Compensation: Base salary ($40,000 - $70,000 per year) + Bonuses + a comprehensive benefits package including 401(k), health insurance and more