Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities
* Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
* Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
* Design customized financial plans suitable for each client based on potential life changes and changing financial needs
* Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
* Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
Qualifications
* Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
* Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
Compensation
$70,000 - $90,000 yearly
About Davis Family Financial, LLC
We are focused on you and your needs, goals, and objectives. We strive to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting those things that are most valuable to you, and helping entrepreneurs reach their dreams.
Our financial firm is one of the few companies of its kind in the industry today - a company dedicated to serving the financial needs of individuals and families from all walks of life.
Our firm is always expanding and we are looking for professionals who are interested in a career in the financial services industry with an emphasis on distribution, building, and owning your platform in conjunction with leadership development. We work with the top Fortune 500 financial services companies in the industry and have the opportunity to provide clients with the best products for their goals and needs. The opportunity to grow within our firm is endless.
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