07/23/2021
NOW HIRING:
Tax & Financial Group - A Financial Services Company
-Hiring Financial Advisor
Our firm is looking to add a new advisor to our team!
Primary responsibilities include:
-Interacting with financial advisor and clients to process new business, secure forms, pull client reports and statements
-New Business Develop in current teams’ market or developing your own market.
-Setting appointments with new prospects and existing clients.
-Creating systems for relationship management using CRM tools
-Assist with account changes and maintenance as well as research technical questions
-Prepare and edit correspondence, communications, presentations, client meeting materials and other documents
-File and retrieve documents and reference materials within compliance guidelines for advisor and clients
-Conduct research and analyze data to prepare reports and documents
-Coordinate project-based work
Training includes:
-Subsidized training period
-Benefits (i.e., 401k with a 4% match, subsidized medical, dental, vision, disability E&O for those that qualify)
-Mentor relationships
-Product specialist support
-Sponsorship for licensing -FINRA Series 7 & 66 registrations and State Insurance License – Life and Health
CONTACT:
Karen Lomas
Email (Resumes Cover Letters or questions) directly to [email protected] with heading
"Financial Advisor, GSSP Referral - Job Interest"
Direct (949)223-8411
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