Financial Advisor Position Available In Greenville, South Carolina
Tallo's Job Summary: A Wealth Management firm is hiring a Financial Advisor. Ideal candidates possess Series 7 and 66 certifications, with a client-first mindset and eagerness to learn. Responsibilities include reviewing client 401k's, generating proposals, managing estate claims, and supporting colleagues. Compensation is experience-based with benefits such as medical stipend, 401(k) match, and PTO.
Job Description
A growing Wealth Management firm is seeking a passionate and hard working individual to join their team as a Financial Advisor . The ideal candidate will have a team-player and client first mindset and be open to learning and growing with a great team. The Series 7 and 66 certifications must be currently held or acquired after being hired. This would be a great position for someone looking to get their foot in the door and grow within the financial advising industry, or someone with experience looking for a place to transfer their current book of business.
Responsibilities:
Review client 401k’s and generate proposals using MorningStar Guide clients through rollovers Generate insurance quotes and meet with clients to review Manage estate claims Go to probate with clients when necessary Support fellow employees when and where necessary Maintain all necessary licenses (i.e. Series 7 & 66)
Qualifications:
Proficient with Microsoft Office Great communication and time management Ability to work in a fast-paced environment Must be a problem solver Ability and willingness to learn quickly
Compensation and Benefits:
Compensation based on experience and licensure Medical stipend 401(k) with match PTO
