Financial Advisor @ One-Financial Network
Financial Advisor
This is an exciting opportunity as an entry level Financial Adviser. If you're someone that enjoys helping people through a consultative approach and has strong interest in financial growth and financial security then this could be the position for you. We currently are looking for an entry level financial adviser to act as an intermediary between our company and customers.
You will provide financial guidance and make recommendations on how your clients can best utilize their money. The ideal candidate will be able to research marketplace on available products and services, identify customers' needs, design financial strategies and close a sale.
Day to Day Activities:
Offer tactical advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Analyzing information and evaluating results to choose the best solution and solve problems
Evaluate the financial status of your clients, understand their needs and develop a solid financial plan to guide them towards profitable and secure financial decision
Contact prospective customers to present information and explain available services
Nurture client base and build relationships as well as network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc. to meet sales quotas
Determine customers' financial services needs and prepare proposals to sell services that address these needs
Sell financial services, such as loan, tax, and securities counseling to customers of financial institutions and business establishments
Prepare forms or agreements to complete sales
Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Getting Information - Observing, receiving, and otherwise obtaining information from all relevant sources
Stay well-informed of new industry developments and research current marketplace to stay current on financial consulting
Sell services or equipment, such as trusts, investments, or check processing services
Manage the course of financial plan and update it, if necessary, to ensure profits and comply with all industry rules and regulations
Develop prospects from current commercial customers, referral leads, or sales or trade meetings
Skills:
Integrity - Job requires being honest and ethical
Developing constructive and cooperative working relationships with others, and maintaining them over time
Dependability - Job requires being reliable, responsible, and dependable, and fulfilling obligations
Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do
Initiative - Job requires a willingness to take on responsibilities and challenges
Persuasion - Persuading others to change their minds or behavior
Persistence - Job requires persistence in the face of obstacles
Leadership - Job requires a willingness to lead, take charge, and offer opinions and direction
Tools & Technology to be used in this occupation:
Calculators or accessories
Desktop computers
Notebook computers
Personal computers
Data base user interface and query software
Electronic mail software
Financial analysis software
Internet browser software
Office suite software, MS Office etc.
Requirements:
Bachelors Degree
Customer and Personal Service This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction
Sales and Marketing - Promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems
Strong Communication strong written and oral communication skills
Interest in learning about investing, basic finance and economic principles, financial markets, banking and the analysis and reporting of financial data
Questions / Apply? Contact:
Talent Acquisition Specialist
Lucas Karschnik
C 612.810.1329 I www.onefinancial-network.com
lucas@onefinancial-network.com
