Lead Advisor - J. Pink Associates, Inc.
: Job Details :

SummaryThe Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.Essential Duties and Responsibilities+ Develop new relationships and sales opportunities+ Promote and cultivate firm reputation among referral sources and the community+ Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews+ Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply+ Participate in all critical management and service decisions, including vender evaluation, process design, and other tasks as requestedKnowledge, Skills, and/or Abilities+ Proven track record of professional success+ Self-motivated, highly driven and entrepreneurial personality+ Relationship-building skills and commitment to establishing long-term clients+ Strong desire for performance driven compensation and growing earnings potentialEducation and/or Experience+ The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts+ Previous experience in the independent financial services culture preferredCertificates, Licenses, and/or Registration+ Series 7 and 65/66 license required+ CFP, CPA, CFA, or ChFC preferred (or ability to obtain)