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| Job Category : | Business |
| Company Name: | The First Wealth Management |
| Position Name: | Financial Advisor |
| Location : | 2000 98 Palms Blvd, Destin, FL 32541 |
| Job Description : | Job Summary: Candidate will become part of the Advisory Mastery Program (AMP) which is a unique development program (in conjunction with our broker dealer, Raymond James) designed to provide training and support to prepare trainees for a successful career as a Financial Advisor. The First Wealth Management advisors provide sound financial advice and counsel consistent with our client’s objectives, time horizon, and risk tolerance. The trainee will receive comprehensive education, training and mentorship of both technical and sales skills. The holistic approach of the program fully positions new advisors for success and long-term development.Essential Duties and Responsibilities: Become trained and skilled to effectively and efficiently function in the Financial Advisor role:· Assist with business development including following up activities with lead generation and follow through. Assist with prospecting, networking, community involvement, centers of influence and developing niches.· Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them identify their investment objectives.· Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.· Seeks expertise of internal resources to identify investment opportunities and solutions for clients.· Develops a book of business consistent with AMP program goals for assets under management and required production.· Completes required program training and assignments, obtaining mandatory industry licenses within prescribed timeframes, mastering assessments and meeting minimum performance and production standards.· Performs other duties and responsibilities as assigned.Qualifications: Education/Skills: Knowledge of:· Economic and accounting principles and practices, financial markets, banking, and the analysis and reporting of financial data.· Basic principles and methods for showing, promoting, and selling products or services.Skill in:· Preparing and delivering clear, effective, and professional presentations.· Strong communication and interpersonal skills to build relationships with clients.· Excellent problem solving skills to identify the needs of clients through effective questioning and listening techniques.Ability to:· Demonstrate persistence in the face of obstacles and maintain optimism in the face of rejection.· Accept criticism and deal calmly and effectively in high stress situations.· Effectively communicate portfolio losses while preserving client loyalty.· Provide a high level of client service with a strong focus remaining on what’s best for their personal wealth management.· Network in the community and effectively market him or herself and The First Wealth Management and Raymond James.Physical Demands: · Sitting for long periods of time.· Working at a computer, laptop, workstation· Preparing reports and copying and collating· Assist with logistics for seminars or dinnerJob Type: Full-timePay: $50,000.00 – $65,000.00 per yearBenefits:401(k)Dental insuranceHealth insurancePaid time offVision insurancePhysical Setting:OfficeSchedule:8 hour shiftAbility to commute/relocate:Destin, FL 32541: Reliably commute or planning to relocate before starting work (Preferred)Education:Bachelor’s (Preferred)Experience:Financial concepts: 1 year (Preferred)Work Location: One location |
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