Financial Advisor
Strategic Financial Parnters
Little Rock, AR US
Posted ago
Strategic Financial Parnters
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!
Responsibilities
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Customize financial plans for each client based on potential life changes and changing financial needs
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

What You Can Expect from Us

  • Team Opportunities. SFP is known for its unparalleled commitment to building highly effective advisory teams. Advisors who work with teams see client situations from multiple perspectives, which leads to more comprehensive planning and a higher quality client experience
  • Support. At SFP, you are backed by a diverse group of specialists and a comprehensive resource network to provide you with the knowledge and tools you need to take your practice to the next level
  • Freedom. As a representative at SFP, you are given the opportunity to run your business as you see fit. This job position gives you the ability to control your own work schedule
  • Tradition. We have offices in five major cities and have offered advisory services since 1933. The culture of our firm is one built from the pursuit of excellence, servant leadership and teamwork

Qualifications
  • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Bachelor’s degree in business administration, finance, or related field is required
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred

Requirements:

  • Series 7 and 66
  • 3+ Years of Experience

Attributes of a Successful Candidate:

  • Social
  • Loves people
  • Intelligent
  • Hard-working
  • High integrity
  • Entrepreneurial spirit
  • Professional appearance
  • Desire to control earning potential
  • Someone you’d trust with your own financial affairs

Compensation
$100,000+
About Strategic Financial Parnters

The local roots of our firm date back to 1933. Committed to providing excellence in customer service and quality of financial advisement, the company realized that the financial marketplace was consistently changing and evolving. With a solid foundation and an intense commitment to its clients, the firm evolved into Strategic Financial Partners. Today, Strategic Financial Partners is home to a formidable collection of industry professionals offering services from its headquarters office in Memphis, as well as throughout the Southeast. Over the past 80+ years, Strategic Financial Partners has continued to evolve with the ever-changing financial marketplace. Throughout it all, we stand firm to our commitment to helping individuals, families, business owners, and professionals develop expertly tailored financial strategies. We provide the experience you need to confidently use investment and insurance products to create, preserve, and distribute your wealth.

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