Financial Advisor, CFP - Financial Advisory Firm (hartsville, south carolina) in Florence, South Carolina For Sale
Job Description:
Financial Advisor seeking help to strategically expand and take existing Team with a global reach to the next level. For over 75 years, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life's dreams. We do this by providing personal, comprehensive financial planning and solid investment and insurance products delivered by skilled, well:trained Financial Advisors. Current client base exceeds 130 Million under management.
Full time position for licensed securities and insurance person in a busy multi:location financial advisory business. CFP a plus Will consider a non:licensed person having some experience in marketing willing to study and pass the licensing exams. This is a fast paced, private office looking for positive thinking individuals that like to stay busy working on multiple tasks, provide exceptional service to our clients handling confidential information.
Candidates expected to work as a Team member and independently coordinating marketing activities performing planning, marketing, client events, seminars, database maintenance, administrative activities and setting appointments.
Qualified candidates to be self:motivated. Must have a demonstrated balance of technical competency, communications, analytical, people and marketing skills. Must be computer literate and proficient in use of Microsoft Office, Windows Operating System and Networking. The position is available immediately in Hartsville, SC.
Securities Series 7, Series 66 (or 63 and 65) and insurance license required. Completion of the Certified Financial Planner program is a plus. Must be geographically located near Hartsville, SC. Daily presence in the office before and after regular business hours are essential to smooth operations. Must be a non:smoker.
Compensation package is negotiable and based on the level of experience and qualifications. Could include a combination of salary and bonuses. Advancement opportunities are available.
Apply for the position directly on Monster/
Enter Job Title: "Marketing"
Enter City: "Hartsville, SC"
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