Job Description
Financial Advisor Job Description
At Opes One, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you. We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right. Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products. Our representative provide services that focus around the protection of one’s balance sheet and cash flow in allocating into a diverse portfolio.
Job Responsibilities
· Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations
· Act as an advocate for your clients; commitment to enhance, enrich and serve that client base
· Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships
· Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
· Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets
What Opes One Provides
Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team.
Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders.
Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart.
Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs.
Licensing Requirements
Life and Health Insurance Licenses
Securities Industry Exam (SIE), Series 7 and Series 66
(can be obtained upon hire)
Benefits
· Commissions, renewal income, advisory fees, monthly draw
· Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability
· Signing Bonus/Training Allowance upon eligibility
· Hybrid working space with flexible hours
...Job Description: UX Designer Fidelity Asset Management Fixed Income, FFO, and Trading Services (FIFT) The Role In this Principal UX Designer role, you will spearhead our design efforts, guiding us through the creation of transformative and intuitive user...
...MedReview is searching for a skilled and experienced recruiter/HR generalist proficient in large volume recruiting to identify candidates to fill a variety of open positions. This is a new role. The primary responsibilities will include sourcing candidates, screening and...
...guest and our community. Serra currently has an opportunity available for the right candidate to join our Service team as a Valet Parking/Lot Attendant professional. Interested applicants must possess the desire to deliver a RED-CARPET experience for our guest with...
...Job Description Job Description About the job As a Designer at MojoTech you will play a critical role in helping shape our clients products and craft interfaces that solve real-world problems while delighting users. You'll work on many projects each year and be...
...Job Title: UX/UI Designer Location: Sunnyvale, CA- Fulltime and Onsite Desired Skills : UX/UI Design Job Description: Strategic UX Leadership: ~ Proven track record in providing strategic leadership in UX design, aligning design initiatives with overarching...