Investment Advisor

Job OverviewIf you are seeking a rewarding career in the financial services industry, consider a role as an Investment Advisor. In this position, you will partner with clients to help them achieve their long-term financial goals, such as retirement planning, wealth building, and education funding. As an Investment Advisor with our firm, you will have the opportunity to grow and develop your own practice with the support of a dedicated team. Our inclusive environment values diverse perspectives and aims to achieve positive results. We provide comprehensive training, salary support for the initial years, and a network of professionals to back you every step of the way. Join us in making a difference in the lives of our clients and communities.Key ResponsibilitiesBuild and nurture client relationships through various sourcing strategies.Understand clients' needs and develop personalized financial strategies to help them achieve their goals.Oversee branch operations to ensure a high-quality, streamlined client experience.Create and monitor the branch business plan to enhance effectiveness and achieve business goals.Foster a supportive and engaging environment within the branch team.Skills/RequirementsSuccessful Investment Advisors demonstrate ambition, self-motivation, and commitment to building long-term client relationships. Key characteristics include an interest in financial markets, love of learning and challenges, and a passion for new opportunities. Qualifications include a bachelor's degree or equivalent work experience in the financial services industry, financial services and/or sales experience, financial services registration, licensing, or certification, or professional/military career progression.Awards & AccoladesJoin a firm where your contributions are valued, and the focus is on people. We are proud of our associates' contributions to the firm and the recognitions we have received. Learn more about our awards and accolades on our website.About UsJoin a Fortune 500 company where people come first. With millions of clients and thousands of financial advisors, we partner for positive impact and strive for excellence. Our organization is innovative, flexible, and inclusive, attracting, developing and inspiring performance excellence. We believe in creating a supportive and respectful environment for our associates. This is the best place to start or build your career in the financial services industry. View our purpose, inclusion, and citizenship report on our website.