WE CURRENTLY HAVE AN OPENING FOR A LOCAL FINANCIAL ADVISOR IN THE PARSIPPANY AREA, and we're looking for someone with a background in competitive sports.
Many of our most successful representatives are former athletes or coaches who miss the camaraderie of a team, the thrill of competition, the growth process, and the satisfaction of working toward a goal.
Here, you'll find all of that again, plus the support of leaders who want to see you win.
Collegiate-level athletic or coaching experience is preferred.
ROLE DESCRIPTION
As a certified Financial Planner, you'll work directly with clients to assess their financial needs, recommend appropriate products and strategies, and help them build long-term financial security.
Your responsibilities include:
- Conducting financial needs assessments with prospective clients
- Developing customized financial strategies based on client goals and risk tolerance
- Presenting insurance products, investment solutions, and retirement planning options
- Building and maintaining long-term client relationships
- Attending industry training and professional development to stay current on products and regulations
- Utilizing CRM systems to manage client data, appointments, and follow-ups
- Participating in weekly team meetings and training sessions
IDEAL QUALITIES FOR THE ROLE
- Highly Competitive
- Goal-Driven
- Disciplined
- Coachable
- Results-Oriented
- Energized by both personal wins and shared victories
- Have a track record of being an elite performer
WHAT WE OFFER
- Elite Coaching: Direct training from proven leaders (think "player coaches") who know how to win and have a track record of developing other elite Advisors.
- We cover the cost for all required licenses. We welcome applicants who are not yet licensed.
- Incentive Trips: Earn your way to destinations like Hawaii, the Bahamas, Punta Cana, Whistler, Marco Island, San Diego, and more.
- Supportive Team: We've created a true team environment where we celebrate wins together and pick each other up when we stumble.
- Performance-based compensation, giving you control over your earnings. The more you put in, the more you'll get out.
To continue learning more about a career with us, check out https://www.fletcherwealthadvisors.com/