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Financial Advisor

1847Financial

Description

  Emerging Adviser Job Description



If you're interested in an exciting new career opportunity that can help make a difference in the lives of others, consider joining 1847Financial. We partner with you to help you build the skills needed to launch a successful career in the financial services industry through our unique, two-year Emerging Adviser Development Program.



Opportunities


•  A comprehensive, hands-on training program that will teach you the marketing, sales, and practice-building skills you'll need to build a solid insurance-based financial practice.


•  Unparalleled collaborative support, including mentoring and teaming opportunities from experienced leaders and financial advisers committed to your success.


•  Base compensation* during your Emerging Adviser training program, plus commissions and benefits so you can focus on developing your skill sets.


•  Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)


•  Building a career path as a financial adviser with unlimited earning potential where you are in control of your own schedule.


•  Working in a culture that has a small company feel with the backing of and connection to a larger company.


•  Give back to your community through various relationships.


•  Share your vision with your clients and provide them an opportunity to leave a legacy to their family.


•  1847Financial is committed to Equal Employment Opportunity (EEO).


Position Responsibilities


•  Utilizing a process-driven approach while providing clients with customized planning solutions based on their individual needs.


•  Acquiring and servicing a growing client base by delivering financial products that help people protect loved ones, accumulate assets, and distribute wealth efficiently


•  Creating and building a successful financial practice around your skills and abilities.


•  Developing and maintaining strong, ongoing client relationships through excellent service.


•  Working with people—like you—who understand the potential rewards of a career built on trust, respect, collaboration and teamwork.


•  Complying with all company and site policies and procedures.


•  Remaining current in profession and industry trends.


•  Successfully completing regulatory and job training requirements.






1799472RM-May19

Requirements

Requirements

●  Bachelor’s degree preferred

●  Excellent communication and interpersonal skills

●  Strong sales experience OR a strong interest in sales career

●  Thrive in a fast-paced, challenging, and exciting work environment

●  Good problem-solving skills

●  Enthusiastic, high energy and positive attitude

●  Self-starter with strong sense of ownership and ability to work autonomously

●  Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

●  Ability to work with others in a collaborative team environment

●  Qualified to work in the United States for any employer

Apply
Apply

Job Snapshot

Location US-PA-Conshohocken
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Finance

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Terms & Conditions
Snapshot
1847Financial
Company:
US-PA-Conshohocken
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Finance
Store Type:

Description

  Emerging Adviser Job Description



If you're interested in an exciting new career opportunity that can help make a difference in the lives of others, consider joining 1847Financial. We partner with you to help you build the skills needed to launch a successful career in the financial services industry through our unique, two-year Emerging Adviser Development Program.



Opportunities


•  A comprehensive, hands-on training program that will teach you the marketing, sales, and practice-building skills you'll need to build a solid insurance-based financial practice.


•  Unparalleled collaborative support, including mentoring and teaming opportunities from experienced leaders and financial advisers committed to your success.


•  Base compensation* during your Emerging Adviser training program, plus commissions and benefits so you can focus on developing your skill sets.


•  Support obtaining training and licenses required for the industry (Series 6 or 7, Life, Health & Disability Insurance License, etc.)


•  Building a career path as a financial adviser with unlimited earning potential where you are in control of your own schedule.


•  Working in a culture that has a small company feel with the backing of and connection to a larger company.


•  Give back to your community through various relationships.


•  Share your vision with your clients and provide them an opportunity to leave a legacy to their family.


•  1847Financial is committed to Equal Employment Opportunity (EEO).


Position Responsibilities


•  Utilizing a process-driven approach while providing clients with customized planning solutions based on their individual needs.


•  Acquiring and servicing a growing client base by delivering financial products that help people protect loved ones, accumulate assets, and distribute wealth efficiently


•  Creating and building a successful financial practice around your skills and abilities.


•  Developing and maintaining strong, ongoing client relationships through excellent service.


•  Working with people—like you—who understand the potential rewards of a career built on trust, respect, collaboration and teamwork.


•  Complying with all company and site policies and procedures.


•  Remaining current in profession and industry trends.


•  Successfully completing regulatory and job training requirements.






1799472RM-May19

Requirements

Requirements

●  Bachelor’s degree preferred

●  Excellent communication and interpersonal skills

●  Strong sales experience OR a strong interest in sales career

●  Thrive in a fast-paced, challenging, and exciting work environment

●  Good problem-solving skills

●  Enthusiastic, high energy and positive attitude

●  Self-starter with strong sense of ownership and ability to work autonomously

●  Ability to make a positive contribution as demonstrated by learning new skills and making suggestions for process/procedure improvement

●  Ability to work with others in a collaborative team environment

●  Qualified to work in the United States for any employer

Financial Advisor Apply now