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Job Details

Financial Advisor

Job Summary

  • Company: BCI
  • Location: Atlanta, Georgia (Atlanta, GA)
  • Compensation: Base salary plus quarterly bonuses/incentive comp
  • Job Type: Full-Time
  • Career Level: middle
  • Years of Experience: 2-5 years

Job Description

Summary/Responsibilities:
Financial services firm seeks multiple Financial Advisors to build strong
long-
term relationships with clients, educating them on a wide range of
products/services and presenting them with individualized solutions
Effectively manage assigned client base, retaining assets of assigned
affluent/wealthy households
Strengthen/expand client relationships through effective presentation of
investment products/services
Proactive outbound calling to existing customer base to drive asset
acquisition
through account consolidation
Maintain/update prospect and sales reports accurately
Evaluate client’s financial situation and identify investment objectives
through comprehensive/customized financial planning process
Provide guidance/execution on variety of investment products/services
Cultivate current/prospective client relationships and identify opportunities
to expand relationships by responding to sales opportunities

Requirements:
Series 7 and 63 required day one
Series 66 preferred (must be obtained in applicable states within 90 days of
hire date)
Clean U4 required
3+ years successful sales experience in the financial services industry
required
Bachelors degree or equivalent experience required
Knowledge of variety of brokerage/banking products and services is required
Familiarity with wealth management products/wrap accounts/managed
accounts/fixed income products/mutual funds is strongly preferred
Strong history of success building client relationships and client retention
experience required
Ability to build rapport with clients, assess their needs and present
features/benefits of the firm’s products/services
Group presentation skills a plus


Relevant Word Search: Series 7, Series 63, Series 65, Series 66, Registered
Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial
Consultant, Investment Manager, Investment services, Mutual Funds,
Investments,
Chartered Financial Consultant, CHFC, Sales, Banking, Broker, Financial
Services, Financial Professional, Financial Advisor, financial consultant,
relationship manager, Insurance Sales, Bankers, Finance, Retirement Planning,
Estate Planning, 401k, Life and Casualty, Asset Management, Wealth Management,
Wealth Manager, CIMA

Candidates interested in applying to this role should e-mail 96t234@brokeragejobs.com.

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