Financial Advisor - Gen X Wealth Partners - Remote

Posted 133 weeks ago

Sales / Business

Full Time

USA

Financial Advising

Client Relationship Management

Market Research

SWOT Analysis

Social Media Marketing

Advanced College Planning

Insurance

Overview

Join Gen X Wealth Partners as a Financial Advisor and help individuals in the Gen X demographic navigate their financial goals with a focus on advanced college planning and retirement savings.

In Short

Work with a niche market focused on Gen X financial planning
Grow your own book of business
Strengthen client relationships through proactive communication
Perform market research and product analysis
Analyze client data and conduct SWOT analysis
Deliver customized client recommendations
Monitor social media marketing efforts
Cultivate leads into clients
Assist with account-related paperwork
Handle Life and Disability Insurance cases

Requirements

Passion for helping clients
Ability to work independently
Strong communication skills
Experience in financial advising preferred
Willingness to learn advanced college planning strategies

Benefits

Flexible work/life balance
Opportunity to work from home
Supportive work environment
No corporate nonsense
Unique opportunity to make a real impact

K.F.I.A

Kestra Financial Independent Advisor

Kestra Financial Independent Advisor is a dynamic financial services firm that focuses on providing personalized financial advice and solutions to clients. The company emphasizes the importance of client service and aims to leverage the expertise of its Financial Advisors by supporting them with dedicated Client Service Associates. With a commitment to compliance and efficiency, Kestra Financial fosters a collaborative environment where team members can thrive and grow, offering opportunities for career advancement and flexible work arrangements.

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K.F.I.A