Smoker & Company

Financial Advisor

US-PA-Leola
1 month ago
ID
2017-1065
# of Openings
1
Category
Accounting/Finance

Overview

The professionals at Smoker Wealth Management LLC specialize in business and individual retirement planning, savings and investing, college planning, business, investment education and quality of life protection insurance. With over 60 years of combined experience, the Smoker Wealth Management team includes experienced financial advisors, Certified Public Accountants and attorneys.

 

We value financial services experience. If you have past experience as an investment banker, financial planner, investment consultant, or branch manager ... Your experience could translate well to the financial advisor.

 

We also look for potential candidates who have experience in banking, investment banking, accounting, real estate, insurance, and sales. If you've held a position as an account manager, sales manager or director, business development manager or officer, area manager or regional manager ... Your skills could be useful in a financial advisor role.

Responsibilities

Deliver personalized investment solutions to help clients work toward their long-term financial goals

  • Execute and negotiate follow through of services including investments, tax planning, debt management, estate planning, and other tasks quoted to clients
  • Develop and reinforce client relationships
  • Actively solicit clients via phone, mail, referrals, etc.
  • Maintain proper documentation following preset guidelines established by compliance and management
  • Comply with all industry rules and regulations

Qualifications

  • Series 66 and series 7 certifications
  • Strong communication skills
  • Ability to put the client's needs first
  • Confidence and resilience
  • Strives to build an ongoing client base
  • Motivated to achieve goals

We offer a very competitive commission and compensation structure

 

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