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About the position

Responsibilities

Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Benefits

Medical and prescription drug coverage
Dental and vision insurance
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Disability income continuation
Basic life and basic AD&D coverage
401k retirement plan
Health savings account and flexible spending account
Flexibility in schedule
Paid sick leave and paid time off
Bonuses and profit sharing
Paid medical and parental leave for eligible Financial Advisors
Participation in the firm's Travel Award Program
Employee Assistance Program

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Financial Advisor

Job Type