Financial Advisor/Paraplanner
Kestra Financial · Pittsburgh, PA · 1 mo ago
RemoteRemoteSalesFull-time
Key Responsibilities and Duties
- S Seek, identify, and approach new prospects to grow your own book of business via value added solutions and services
- Strengthen client relationships though proactive communication
- Perform market research and product analysis
- Analyze client data
- Conduct SWOT analysis to determine client overall financial health
- Develop and deliver customized client recommendations
- Monitor firm's social media marketing efforts
- Cultivate leads into clients
- Assist in account related paperwork
- Help clients maximize or create their own "employee benefits package"
- Handle all Life and Disability Insurance Cases
- Become proficient in advanced college planning strategies
Requirements
- J Job Duties/Requirements
- Gen X Wealth Partners is seeking a full-time experienced financial advisor to help expand its market share in a budding niche.
- The successful candidate is expected to be able to work independently and assist in multiple core business activities.
Qualifications
- S Series 7, 66, 63 licenses
- S State Insurance Licenses (Life, Accident & Health)
- S CFP® designation is a plus
- S Knowledge of Emoney, Riskalyze and Redtail software is a plus
- S 3+ years experience as a financial advisor
- S Knowledge of the financial industry, products, regulations, and overall environment
- S Own transferable book of business
Benefits
- S Flexible pay structure (W-2, 1099 or hybrid)
- S Participation in Simple IRA Plan (W-2 employee)
- S Paid Time Off
- S Work from home
- S Access to professional development and training
- S Compensation Commensurate with experience and book of business
- S Negotiable Performance based
- S Competitive payouts and revenue sharing