Investment Advisor

Role Overview

• To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting.
• Act as a catalyst for the promotion and growth of NFIS products and services.
• Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent.
• Manage smaller dollar volume account size and less complex investment needs.
• Partner with and refer advanced financial planning needs to NFIS Financial Advisors when needed.
• Work on assignments that are moderately difficult and under supervision.

Requirements

• FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required.
• Effective analytical, decision-making, problem-solving and organizational skills.
• Effective interpersonal, verbal, and written communications skills.
• Effective planning, organizational, time management and problem-solving skills.
• Effective skill building relationships through rapport, trust, diplomacy, and tact.
• Effective skill exercising initiative and using good judgment to make sound decisions.
• Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely.
• Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes.
• Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm.
• Experience in business development to include market strategy, product demonstration and promoting products and services.
• Experience consulting with customers to assess their financial status and identify investment needs.
• Effective knowledge of investment and insurance products.
• Effective knowledge, to interpret industry related laws and government regulations.
• Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software.
• Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data.
• Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience preferred.

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off
• Remote work options