Lead Advisor - J. Pink Associates, Inc.
Kestra Financial Independent Advisor
Wappingers Falls, NY
- Full-Time
Job Description
Summary
The 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 requested
Knowledge, 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 potential
Education 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 preferred
Certificates, Licenses, and/or Registration
- Series 7 and 65/66 license required
- CFP, CPA, CFA, or ChFC preferred (or ability to obtain)
Address
Kestra Financial Independent Advisor
Wappingers Falls, NY
USA
Industry
Business
Posted date
Over a month ago
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