Financial Advisor - Entry level and Experienced Opening
Diamond State Financial Group - Newark, DE

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ABOUT A CAREER IN FINANCIAL PLANNING To enjoy a successful career in the financial services industry, you should be a self-starter with excellent communication skills, willing to commit to an avocation of continuing education and business building. The attraction of financial planning is the potential of unlimited earnings, however this is a profession. It takes time to become thoroughly established. While building your business, we offer market availability, a bonus plan and fringe benefits. You can also qualify for first-class conventions and exclusive incentive awards. ABOUT YOUR CAREER WITH DSFG DSFG understands that our success as a company is directly related to the success of our field associates. We are committed to providing training and support for the individual seeking a career in financial planning or the experienced producer looking for greater success in their financial planning career. DSFG nurtures the passion, creativity, vision, and persistence that make the advisor successful in a financial services career with professional training and development, outstanding products and information, marketing support, and an attractive compensation package. ABOUT DSFG DSFG; established in 1989, serves the long-term interests of individuals and businesses by providing financial security through superior service and lasting value. With over 50 years of experience in financial planning, our team holds a variety of degrees and professional licenses and designations. DSFG takes pride in our service to our community and our industry through philanthropy, service and volunteerism. Our associates are active on local chambers of commerce, service and industry organizations. We believe that such involvement enhances our image, both personally and professionally, while improving the community in which we do business.
OverviewAs an advisor your goal is to develop your practice by building an active client base. You will work with your clients to assess their financial needs, develop strategies for them to achieve their financial goals, and then implement those recommendations by offering the appropriate financial products.What you will do as a financial advisor?* Identify market opportunities* Develop and implement strategies to successfully access identified markets * Build a sustainable client base* Foster long term relationships with clients* Assess the financial needs of clients* Create and implement financial planning recommendations* Conduct regular review meetings with clients* Maintain a current working knowledge of relevant planning techniques, tax regulations, risk management products and investment vehicles, etc* Ensure timely processing of market orders, applications, etc* Maintain client records per current compliance requirements* Maintain necessary licenses and registrations (i.e. continuing education requirements)* Participate in firm and Home Office sponsored training programsHow will you spend your time in this position?* 35% Client Acquisition (marketing and prospecting)* 35% Client Meetings* 20% Needs analysis/development of client recommendations* 10% AdministrativeWhat skills and knowledge will you need for this career?* Effective communication and presentation skills* Strong interpersonal skills to establish and maintain long-term client relationships* Leadership skills and the ability to motivate clients* Analytical skills to evaluate client needs and make appropriate recommendations* Effective time management and organization skills (good multi-tasking)* Ability to work both independently and within a team* Bachelor degree (or better)* Demonstrated success track (proven ability to accomplish stated goals)* Enjoys SalesKeywords: Business Development, Account Executive, Account Manager, Outside, Senior, Sales Representative, Financial, Finance, Insurance, Invest, Investments, Planning, Planner, Financial Services, Finance, Insurance, Licensed, Outside sales, business to business, direct sales, sales representative, account executive, business development, commission, residual income, account manager, Financial Advisors, Banking, Series 7, 66, Life, Health, license, consultant, sales, leader, independent

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