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    Financial Advisor - Alexandria, United States - Pence Financial Group

    Pence Financial Group
    Pence Financial Group Alexandria, United States

    1 month ago

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    Description
    Pence Financial Group is a firm dedicated to providing quality comprehensive financial management to individual investors. Because of this, we offer our clients a much broader and more sophisticated range of integrated strategies. As a Firm, the Pence family of companies is the recipient of numerous industry awards and recognition.

    Success thus far has resulted in managing $2+ Billion of client assets with big growth goals for the future As a result, Pence Financial Group is looking to expand their team of advisors.


    As an Financial Advisor on the Pence Financial Group team, your focus will be to provide the ultimate in client service resulting in retaining any firm clients that may be assigned and adding new clients to the firm.

    The best part is you won't have to do this alone.

    You will have ongoing access to systems, training, mentorship, and an investment team that will enable you to confidently focus on your number one objective; acquiring and retaining clients.

    All investment portfolios are managed by our investment team so that you can concentrate on building the client relationship.

    Please note this role is located on site in Alexandria, VA.

    Only candidates who are fully licensed (S7 & S66 or equivalent) and live in the immediate area will be considered.

    Responsibilities
    Build, expand, and manage client relationships
    Assess clients' needs and goals
    Prepare and present financial analysis/plans to prospects and clients
    Commit to a collaborative approach as you consistently act with integrity and professionalism
    Expand and deepen your own knowledge base and practices in the financial field
    Attend firm client events
    Prepare/process back office paperwork as needed
    Input and complete tasks in company provided CRM (SalesForce)
    Understand/explain account and investment details, including performance, to clients

    Requirements
    3-years of experience as a client-facing advisor (or military equivalent)

    Securities licensed:
    SIE, Series 7 & Series 66
    State Life Insurance license (or ability to obtain within 90-days)
    Clean compliance record
    Customer Record Management (CRM) system experience (SalesForce preferred)
    Experience communicating individually and/or to small groups in a professional manner
    Experience in high touch customer service
    Consultative sales experience
    College degree
    Desire to obtain a CFP Designation
    Military experience a plus

    To succeed in this job, you need to have:
    A servant's heart – always putting others first
    Excellent written and verbal communication skills
    Professional demeanor, punctuality and "earn it" work ethic
    Relentless follow-up and strive for satisfaction
    Outstanding organizational and time management skills
    Ability to proactively assess situations and work/think independently
    Prioritization skills, flexibility to handle last minute items with poise

    Compensation:
    Base salary range: $60,000 - $90,000 + Bonuses + a comprehensive benefits package including 401(k), health insurance and more

    #J-18808-Ljbffr

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