Financial Advisor

Key Responsibilities

• Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth.
• Achieve significant growth in assets under management and revenue for a profitable book of business.
• Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources.
• Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services.
• Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process.
• Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships.

Required Experience

• Bachelor’s or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years’ client-facing financial industry experience in business development; relevant work experience may substitute for education.
• Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings.
• Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence.
• Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively.
• Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses.