Overview:

Cultivate relationships with new and existing client base, including meeting with clients in person and provide ongoing advice, service and relationship building. Support Sr Financial Advisors in all servicing of the existing clients.

Essential Functions:

1. Advising clients on the many aspects of the financial goals.

2. Develop financial plans

3. Research investment products/funds

4. Trading

5. Assisting in pre-appointment as well as post-appointment

6. Completing and processing applications and forms

7. Marketing

Requirements:

-Must be a college graduate

-must obtain Series 7 and Series 66

-Have obtain appropriate state insurance license

-Ability to create a positive work environment

-Ability to effectively function as a team player

-Ability to follow a systemized workflow

-Ability to organize, prioritize and handle multiple tasks

-Ability to work required hours

-Ability to work beyond regular hours when needed

-Ability to work under pressure and meet deadlines

-Ability to be at work on a regular basis

-Skill in effective verbal and written communication

-Detail oriented

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Paid time off

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Norfolk, NE 68701: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: One location

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