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Wappingers Falls

    Lead Advisor - Wappingers Falls, United States - Kestra Financial

    Kestra Financial
    Kestra Financial Wappingers Falls, United States

    1 week ago

    Default job background
    Description
    Summary

    The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.

    Essential Duties And Responsibilities

    • Develop new relationships and sales opportunities
    • Promote and cultivate firm reputation among referral sources and the community
    • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews
    • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
    • Participate in all critical management and service decisions, including vender evaluation, process design, and other tasks as requested

    Knowledge, Skills, And/or Abilities

    • Proven track record of professional success
    • Self-motivated, highly driven and entrepreneurial personality
    • Relationship-building skills and commitment to establishing long-term clients
    • Strong desire for performance driven compensation and growing earnings potential

    Education And/or Experience

    • The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
    • Previous experience in the independent financial services culture preferred

    Certificates, Licenses, and/or Registration

    • Series 7 and 65/66 license required
    • CFP, CPA, CFA, or ChFC preferred (or ability to obtain)
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