Financial Advisor - South Carolina-Greenville/Spartanburg
Job DescriptionThrough regional Credit Union relationships we have EXPLODING growth in new client opportunities; we need great people to join our team!
Choice Advisors is looking for experienced financial professionals with insurance and securities licenses, exemplary professional records, practical experience in personal financial planning and the desire to deliver best in class services to highly motivated clients.
Unique Support and Marketing System
When you work with Choice Advisors, we provide you with a superior level of support. You will have access to an advanced education through our training and mentoring program, allowing you to learn what gives us the competitive advantage and differentiates us from our competitors. Through income tax preparation and planning, we build credibility with our clients. We use this expertise to build a sustainable client relationship. Through client workshops, advertising campaigns, and professional relationships, we will help you enhance your client base and increase your Assets Under Management.
Exclusive Marketplace Potential
Upon successful completion of training, Choice Advisors may introduce you to our credit union marketplace which recognizes the importance of bringing the best value to their members. In our exclusive credit union agreement at an identified credit union location(s), you will have access to a diverse group of members, filtered by age and account assets.
Easy Broker Dealer Transition
Our transition team will work to ensure a smooth transition from your current broker dealer to Securities Service Network (SSN).
Provide strategic advice across a variety of financial products and services (debt analysis, cash management, insurance coverage, investments) Assess client’s overall financial picture, understand their needs and develop a solid financial plan Guide clients towards a profitable and secure financial decision Cultivate client base and build win-win relationships Keep abreast of new industry trends and research market to back up financial consulting Oversee the course of the financial plan Comply with all industry rules and regulations Requirements
3+ years of experience as a Financial Advisor or Financial Planner Series 7 & 65 or 66 licenses Insurance licensed Over $125k GDC in a 12-month period Ability to analyze market’s financial data and to provide appropriate financial advice Strong communication, negotiation and presentation skills Accuracy, attention to detail and the ability to explain complex information clearly and simply Securities offered through Securities Service Network, LLC., Member FINRA/ SIPC.
Fee based advisory services offered through SSN Advisory, Inc. a registered investment advisor.
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