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Urgent! Financial Advisor with Experience Job Opening In Dayton – Now Hiring RK Partners

Financial Advisor with Experience



Job description

As a Financial Advisor you’ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products.

You’ll have access to powerful sales tools and a large resource network so you can focus on activities that get results.

A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor).

Requirement options for CRIA: Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC.


Responsibilities



  • Prospecting for clients through referrals, personal observation and networking

  • Developing and maintaining long-term relationships with clients

  • Fact gathering and needs analyses to arrive at client-centric financial solutions

  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates


Qualifications



  • Strong interpersonal skills and customer service focus

  • Experience working with vlients virtually

  • Market development/networking abilities

  • Presentation and organization skills

  • Strong work ethic, self-motivated and goal-oriented

  • BA, BS, and/or graduate degree or equivalent work experience required



Benefits
 


Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K.


In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

LOCATION:
Virtual 


Required Skill Profession

Financial Specialists



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    Unlock Your Financial Advisor Potential: Insight & Career Growth Guide


  • Real-time Financial Advisor Jobs Trends in Dayton, United States (Graphical Representation)

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