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  • ID
    #13125783
  • Job type
    Full-time
  • Salary
    USD 50,000-70,000/year DOE 50000-70000/year DOE
  • Source
    California
  • Date
    2021-04-09
  • Deadline
    2021-06-08

Financial Advisor

California, Humboldt county, 95511 Humboldt county USA
 
Full-time

Vacancy expired!

Financial Advisor

Premier Financial Group, Inc., is a locally owned and operated Registered Investment Advisory (RIA) firm with a passion for inspiring thriving communities. We are a fiduciary to our clients, meaning we put our clients’ interests ahead of our own. Our vision is to raise all expectations of the investment advisor industry and to exceed those expectations. This is a holistic vision that includes our clients, our team, our fellow professionals, and our community as a whole. In order to fulfill on this vision, we understand the importance of having a highly skilled advisory team that can deliver exceptional client service. Team members are encouraged to use their unique skills to rise to their highest value and excel in their careers. We are currently interested in hiring a Financial Advisor who is interested in working with a group of highly committed, engaged, and high-performing professionals who thrive on collaboration and cultivating a healthy and happy environment.

Premier Advisors are highly trained and mentored by our team of seasoned experts, with an emphasis on delivering extraordinary client service. Each advisor has the skills to create investment and financial recommendations unique to each individual, business, or organization that we meet with. Premier Advisors have excellent interpersonal skills, with the ability to develop and maintain long-lasting relationships with our clients and members of our community. Business development and strategic planning are vital elements of sustaining a successful business, and all members of Premier’s team are required to participate. Strong organizational and implementation skills combined with extraordinary initiative and self-motivation are the hallmarks of this position. The ability to remain flexible in our ever-changing industry, with a willingness to develop oneself in response is a key trait of a Premier advisor. We deeply value our team of highly-skilled professionals, and are truly committed to each other’s success and happiness; our culture is one of the biggest perks of working for Premier!

An ideal candidate would have the following:

- Bachelor’s Degree required. Having a degree focus in Economics, Business, or Finance is preferred but not required

- Securities licenses, for example, Series 65, 7, or 66

- CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is preferred but not required

- Previous experience advising clients on investments and finances required

- At least 5-years of client service experience

- At least 5-years of professional office experience

- Familiarity with financial investments, including securities, insurance, and managed money

- Sales training or experience

- Friendly and engaging personality

- Ability to present in front of individuals and groups with comfort

- Comfort with computer systems, such as Windows, Microsoft Office Suite, Portfolio Management Systems, and Client Relationship Management systems

Premier offers team members an exceptional benefits and compensation package and has excellent long-term growth opportunities. We are an EOE. If you are interested in learning more about this excellent career opportunity with Premier Financial Group, a deeply rooted local company, please respond with a cover letter sharing why you are interested in working for Premier and why you would be a good fit, along with your resume. Thank you for your interest and we look forward to hearing from you!

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