We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
Responsibilities
* Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
* Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
* Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
* Customize financial plans for each client based on potential life changes and changing financial needs
* Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
Qualifications
* Leadership experience of at least 2+ years is preferred
* Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
* Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
* A Bachelor’s degree in business administration, finance, or a related field is required
* Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
* Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
Compensation
$95,000 - $104,000 per year at plan
About GFI - Brooklyn
Mission: At GFI, our mission is to make a significant impact on people’s financial well-being and their ability to create positive change. We believe in a holistic approach to financial empowerment, which is why we have a three-part mission that guides our work. We understand the urgency of closing the wealth gap for the baby boomer generation and in doing so, empower everyone to build wealth and turn their dreams into realities.
Vision: Our vision is to empower 100 million families to achieve financial independence and gain control over their financial destinies. We will help more people become millionaires than any other company in history, become the #1 inspirational marketing company in the world, and become the largest leadership movement in the industry with over 1 million licensed agents dedicated to helping families dream again!
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