Financial Advisor
: Job Details :

DescriptionOverview: Are you passionate about serving others? We're looking for caring, dynamic, and experienced Financial Advisors to grow our team across the Mid-Atlantic with those who share our passion and values. Our Financial Advisor role is an investment-related sales position that is expected to progress into the Insurance Business. ResponsibilitiesPrimary Responsibilities: • Grow, develop, and retain book of high net worth, complex investors by identifying value-added products and services for clients, identifying and acquiring client assets held outside of Financial Growth Partners, and developing additional business through referrals. • Drive loyalty share of wallet, and referrals from existing customers to cultivate outside acquisition opportunities. • Analyze and plan broad investment strategy for wealth management customers with ongoing and consistent revision of account objectives to meet client needs • Build meaningful relationships with clients to proactively manage their changing situations through life stages and generational wealth transfer. • Provide thoughtful, relevant, and timely communications to entire book of clients. • Partner/coordinate across team of financial planning associates, insurance representatives, and service support staff. • Demonstrated commitment to compliance with all regulatory requirements. • Elevate the Financial Growth Partners' brand and wealth management offering in the competitive market set. QualificationsRequirements: • Must be a US citizen or permanent resident • A four-year college degree (strongly preferred) • Existing Series 7, 66, (or 63 and 65) and appropriate state insurance licenses • Superior interpersonal skills and face-to-face relationship-building abilities • No more than two broker-dealers in the last 10 years What we provide: • Tools and technology to help you appropriately gather, manage, and service your clients. • Development and training-locally, virtually, and nationally-to support your educational needs. • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients. • Mentorship and joint-work opportunities. • Superior service and support. • A competitive benefits package including Defined Benefit Plan, 401(k) with Match and Roth options, health, and dental insurance and more. • Leadership and career development opportunities including tuition reimbursement and continuing education opportunities. • The Financial Growth Partners' and Guardian FR contract includes a draw; experienced FRs in their first four years earn $90,000 to $100,000 per year on average, including first-year and renewal commissions; renewal commissions begin in year two.