Asset Finance Specialist supporting businesses across regional Queensland to achieve success. Providing specialist financing advice and implementing proactive sales strategies for asset finance opportunities.
About the role
- Financial Advisor Associate working with experienced advisors to shape clients' financial futures. Building personal business and providing holistic client support in a collaborative environment.
Responsibilities
- Work with an experienced advisor to build a personal book of business and help shape clients' financial future
- Build a pipeline, complete with personal and professional contacts and new leads
- Obtain your required licenses/credentials within 150 days of hire
- Assist seasoned financial advisor(s) in working with clients to achieve their financial goals
- Provide support to clients and prospects by serving them holistically and/or specializing in products or services
- Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals
- Gather and analyze data and develop financial planning recommendations
- Help prepare and/or deliver financial plans
Requirements
- Four-year college degree from an accredited institution
- High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment
- Outstanding verbal, written and listening communication skills
- Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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