Financial Advisor

1-3 years
1-3 years
High School Diploma
High School Diploma

About the role

Over the last decade, we have experienced tremendous growth and are looking for a quality sales candidate to add to our team. As a Financial Advisor you would be implemented into our licensing program and would receive the necessary support to help attain your investment and insurance licenses. You would also take part in our many client development prospecting initiatives. While working with a CFP mentor and our Product and Planning Specialists, you will begin to build your own financial services practice. In addition, you will have the opportunity to attend our CFP credential program gearing you towards a Certified Financial Planning designation as well as a Masters in Financial Services.

 

You will have the chance to help others turn their financial dreams into reality and make a positive impact on the lives of your associates and your community. Whether it’s designing a retirement strategy planning for a college education, providing benefits for a business enterprise or protecting a family’s quality of life, you play a key role with the people you serve.

Most importantly, you’ll be in business for yourself, but not by yourself. Your independence will be backed by all the resources, training and support of a Fortune 100 company.

 

We are a global, diversified financial services organization whose companies offer abroad portfolio of asset management and insurance products and services since1851. Our objective is to build, promote, and continually create a diverse range of financial solutions tailored to the needs of our individual,corporate, and institutional clients.


Rewards:

· Opportunity to control your time, your income and your own destiny

· Tremendous satisfaction knowing that you are assisting your clients in protecting their financial futures

· Results Equal Rewards:Unlimited earning potential based on your willingness to invest the time and effort needed to succeed

Responsibilities:

In this entrepreneurial,consultative sales position, you will build your business by:

· Prospecting for clients on a referral basis within clearly defined markets

· Developing and maintaining long-term relationships with clients

· Listening empathetically,gathering facts, analyzing needs and making responsible recommendations

· Expanding personal knowledge and skills through joint work with fellow associates

Training:

Our curriculum is anchored in the fundamentals of entrepreneurship, best practices in business, sales,

 finance, marketing, and strategy. This includes:

· Licensing program

· Core training lectures with interactive coursework

· Mentorship development program

· Advanced Training classes

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MMSF

Finance & Insurance
Industry
Finance & Insurance
81 - 425 employees
Company size
81 - 425 employees

Location

San Francisco, CA
Location
San Francisco, CA