Careers
Financial Management Inc. is a growing investment service firm that was founded with the purpose of helping individuals and small businesses pursue their financial goals. We take pride in providing our clients with value-added services such as strategic business planning, individual financial planning and all other financial needs. We provide outstanding services because of our dedication to all our business and individual clients. Our experienced LPL financial advisor team is committed to deliver tailored solutions to help our clients with their financial objectives.
Positions Avaliable
Financial Advisor Job Description:
Overview:
Financial Management, Inc. is currently seeking a Financial Advisor. The financial advisor's position is focused on developing new business and the retention of existing clients. The position requires an individual who has thorough knowledge of the financial services business and who is committed to being part of a team that delivers comprehensive client solutions. This individual must have strong relationship management skills. They must be reliable, organized and deadline driven. A qualified applicant must be dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment.
Financial Managment, Inc. is currently seeking a financial advisor position.
Job Responsibilities
Job Responsibilities include but are not limited to
- Relationship management
- Build and maintain client base
- Accountable for the ongoing retention of a defined group of existing clients
- Educate and design financial strategies and assist clients to make informed decisions
- Performs ongoing fact-finding to uncover organic growth opportunities, multi-generational
opportunities, cross-selling and important personal information
- Prepares financial plan and other client meeting preparatory
- Investment research
- Portfolio analysis and monitoring
- Asset allocation strategies including alternatives
- Assists in the development of complex and highly customized financial portfolios for high-net
worth individuals
- Prospecting
Job Qualifications
Qualifications for the Financial Advisor position are as follows:
- Knowledge of key financial, investment and risk management concepts
- Able to lead review meetings with existing clients
- Can assure people and put them at ease
- Comfortable with presentations and telephone conversations
- Excellent listener
- Possesses strong analytical skills
- Reliable and follows through on commitments
- Ability to see big picture and handle details
- Able to prioritize; deadline and detail sensitive
- An undergraduate degree in business, economics or equivalent work experience with background in the
financial services industry is required
- Licenses and credentials: Series 7, 63, 66, Life and Health Insurance
Company Overview
Financial Management Inc. is a fast-growing investment service firm that was founded with the purpose of helping individuals and small businesses reach their financial goals. We take pride in providing our clients with value-added services such as strategic business planning, individual financial planning and all other financial needs. We provide outstanding services because of our dedication to all our business and individual clients. Our experienced LPL financial advisor team is committed to deliver tailored solutions to help our clients with their financial objectives.