About this role

Developing a book of business to meet and exceed established performance hurdles
Prioritizing sourcing prospective clients and delivering customized solutions
Recommending investment products and services suitable for clients
Balancing various activities such as investment growth and customer follow up
Seeking expertise of specialists to identify strategies for clients
Completing mandated training and performance goals

Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses
Minimum of one year experience in the financial service industry or a sales environment
Minimum of one year experience in the investments industry
Proven ability to engage and influence others
Exceptional interpersonal and relationship building skills
Effective communication skills (written and verbal)
Proven ability to quickly build trust and credibility
Goal and results oriented
Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Financial Advisor – Sacramento Market

Key skills