Experienced Financial Advisor
AccountMaster and MoneyConcepts® are looking for an experienced financial advisor to function as an independent Financial Planning Center in conjunction with MoneyConcepts® and AccountMaster. Ideally, this advisor will have an established book of business that will be brought to the new position however candidates who wish to build a book will be considered as part of the MoneyConcepts® “Career Builder” program.
- Function as an independent Financial Planning Center in conjunction with MoneyConcepts® and AccountMaster policies
- Achieve performance targets by bringing clients through the advice process
- Develop client relationships with new and existing clients
- Establish and develop relationships with staff in supporting organizations
- Provide professional best advice in developing clear financial plans for new and existing clients
- Adhere to strict risk management procedures
- Identify financial requirements and develop clear financial plans for new and existing clients
- Ensure that the highest level of customer service is provided on a consistent basis
- Develop relationships with new and existing clients in line with targets and standards
- Ensure full compliance with all relevant AccountMaster and MoneyConcepts® policies, procedures, and legal and regulatory requirements
- Strong business development
- Perform financial forecasting, annual business plan and rolling plan, variance analysis of actual versus forecast and reconciliation of internal accounts to assess strategic decision alternatives
- Prepare financial related analysis and research in area such as financial and cost saving performance measures
- Participate in annual budget process and cost saving activities
- Proven track record with a minimum of five years of successful investment and insurance sales experience
- Follows standard practices and procedures
- Solid work experience preferable 2-3 years in one position and industry experience in financial services
- Must have accreditation and licenses
- 1099 independent contractor status
This position is strictly commission or advisory fees and income will be based on the number of clients within the advisor’s portfolio.
JOIN OUR TEAM!
Are you ready to take the leap and join the AccountMaster Team? Submit your resume to Jeff Fine at firstname.lastname@example.org.