As a Financial Advisor you will have the opportunity to help your clients accomplish their financial objectives by assessing and managing their individual business and personal needs and providing creative solutions. You will work in one of today's top-rated careers, helping clients achieve security by developing strategies to meet their changing needs. You will create customized solutions in the long-term interest of your clients.
Additional responsibilities of the role include:
Developing a client base of business owners, professionals and affluent individuals
Building and fostering long term relationship with a sustainable client base
Assessing the financial needs of your clients
Creating and implementing creative financial recommendations
Conducting regular review meetings with clients
Maintaining a current working knowledge of relevant techniques including, tax regulations, risk management products and investment vehicles
Helping people and businesses build secure futures
As a Financial Advisor you must have an entrepreneurial spirit, ambition to succeed and high energy. You must be an excellent communicator who is highly motivated to succeed and a strong leader who possesses the ability to motivate and lead your clients. Ideal candidates are professionals from various backgrounds who are experts in business and finance and are seeking a meaningful career where you can make a positive impact in the success of individuals and businesses. You must have superior interpersonal and communication skills in order to interact and converse with people easily and build meaningful business partnerships.
Additional requirements of the role include:
Financial knowledge and expertise
Life experience, highly valued
Bachelor’s degree or a proven track record of success in business
Proven achievements in leadership, academics and extracurricular activities
At least 5 years of related full-time work experience
Ideal experience in areas such as business, business development, sales, sales management, accounting, education, financial services or military service
Master’s Degree in finance, accounting or related field, a plus
Accounting background, a plus
Business management and/or owner, a plus
Established relationships within the community for natural market penetration, preferred
Effective time management and organizational Skills
Must have or be willing to obtain Life & Health insurance license, as well as FINRA 7 & 66 Registrations
At Mid Atlantic Resource Group, we offer a comprehensive training and development program that provides you with intensive support during your transition into a career as a Financial Advisor. You will receive individualized supervision and mentorship on an ongoing basis. We provide a success oriented and positive work environment and the opportunity to serve individuals as well as small-to-medium size businesses.
We offer a compensation package that includes start-up financial assistance for individuals who are new to the industry. We are family oriented and our employees enjoy a small office setting with an open door policy. As a team we work hard to play hard and our employees have been with us for 18-20+ years. Our customized training programs are hands-on and come with the resources and professional mentorship you need to succeed.
Additional benefits of the role include:
Medical, Dental and Vision
Short and Long Term Disability
Long term care
Additional Voluntary Benefits
Additional Salary Information: Salary, Commissions and bonus
Mid Atlantic Resource Group is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We help individuals and businesses build secure futures. With a network of offices in New Jersey and Pennsylvania, we offer a wide range of quality products and the advice and expertise of some of the best financial professionals in the industry.