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- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
- Marketing strategies to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
- Potential Opportunities for professional growth.
- Leadership opportunities, including leading client and conference seminars.
- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
- Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
- Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
- Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
- Is a self-starter who efficiently manages time and capacity.
- Sets and accomplishes goals, achieving whatever you put your mind to.
- Builds and nurtures strong relationships.
- Collaborates effectively with others to get things done.
- Communicates effectively and confidently and is comfortable engaging all clients.
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
- Likes to learn, adapts to new information and seeks the right solutions for clients.
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
- Proven ability to partner and promote lead generation.
- Experience balancing investment management, sales activities and new client development.
- Strong computer skills and the ability to multitask in a demanding environment.
- A bachelor’s degree, preferably in business-related field.
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
- Obtained insurance licenses.
- - Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. - Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services) - Is a self-starter who efficiently manages time and capacity. - Sets and accomplishes goals, achieving whatever you put your mind to.
- A bachelor’s degree, preferably in business-related field. - Proven ability to partner and promote lead generation. - Experience balancing investment management, sales activities and new client development.
- ID: #49803502
- State: Virginia Alexandria 22301 Alexandria USA
- City: Alexandria
- Salary: $75,000 - $85,000
- Job type: Permanent
- Showed: 2023-04-27
- Deadline: 2023-06-18
- Category: Et cetera