Job details Spherion is looking for an experienced Financial Advisor based in the Acadiana area. The ideal candidate will be an established Financial Advisor who with a history of successfully acquiring, managing, and maintaining a book of business. This is a great opportunity for someone with an entrepreneurial spirit that wants to grow their business and take their career to the next level. ...


Company Offers:

Competitive Compensation Structure
Full Medical, Dental, Vision
Paid Vacation/Sick Leave/Holidays
Support and overhead are paid by the Company.
The opportunity to find new clients through assigned branches' client base and referrals

Responsibilities:
New Business Development: Acquire new customers and continuously build on existing customers:
Market services to new and existing clients by engaging in the community, giving seminars, attending business events and conferences and sponsoring community and charitable events.
Communicate with other professionals, such as estate agents, lawyers, and valuers to develop reciprocal referral opportunities.
Respond to prospective customer queries about financial planning and investments.
The financial needs of clients are assessed, and a sound financial plan is designed to help them reach their financial objectives:
Prepare financial strategy recommendations and make appropriate investment recommendations to current and potential customers based on individualized needs analysis and in-depth review of current financial circumstances and goals.
Monitor and analyze clients' accounts, review investment reports, and determine if changes are needed to improve financial performance or to accommodate life changes.
Manage and update client portfolios by completing a risk analysis for each client and taking measures to adjust portfolios, as necessary.
Communicate with clients to update on potential investment opportunities, introduce new financial products, and recommend adjustments to the financial plan.
Prepare and/or interpret financial document summaries, investment performance reports and income projections for clients.
Monitor market trends and research available investment opportunities to determine suitability or best interest for clients' financial plans.
Compliance:
Meet the fiduciary duty and regulatory aspects of the role.
Keep detailed records of the services provided.
Maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services.

Working hours: 8:00 AM - 5:00 PM

Skills:
Financial Planning and Analysis: Excellent understanding of financial markets, investment strategies, retirement planning, tax planning, and insurance.

Communication and Interpersonal Skills: Ability to explain complex financial concepts in simple terms, build trust, and establish long-term relationships with clients.

Analytical Thinking: Capability to analyze market trends, economic conditions, and financial statements to provide sound advice.

Education:
Bachelors

Experience:
4-7 years

Qualifications:
Bachelor's degree preferably in Business, Finance, Accounting, or related field.
5+ years of sales experience.
3+ years of related experience in investment sales, Brokerage/Insurance and/or Banking/Retail.
Must currently possess Life, Health and Accident Insurance Licenses, fixed annuity and variable annuity and be in good standing.
Must currently possess FINRA Investment License(s) Series 7 and Series 66, or Series 7 with Series 63 and 65 and be in good standing.


Apply online: www.spherion.com
RESUME REQUIRED

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).

Show lessShow more Spherion is looking for an experienced Financial Advisor based in the Acadiana area. The ideal candidate will be an established Financial Advisor who with a history of successfully acquiring, managing, and maintaining a book of business. This is a great opportunity for someone with an entrepreneurial spirit that wants to grow their business and take their career to the next level.



Company Offers:

Competitive Compensation Structure
Full Medical, Dental, Vision
Paid Vacation/Sick Leave/Holidays
Support and overhead are paid by the Company.
The opportunity to find new clients through assigned branches' client base and referrals

Responsibilities:
New Business Development: Acquire new customers and continuously build on existing customers:
Market services to new and existing clients by engaging in the community, giving seminars, attending business events and conferences and sponsoring community and charitable events.
Communicate with other professionals, such as estate agents, lawyers, and valuers to develop reciprocal referral opportunities.
Respond to prospective customer queries about financial planning and investments. ... The financial needs of clients are assessed, and a sound financial plan is designed to help them reach their financial objectives:
Prepare financial strategy recommendations and make appropriate investment recommendations to current and potential customers based on individualized needs analysis and in-depth review of current financial circumstances and goals.
Monitor and analyze clients' accounts, review investment reports, and determine if changes are needed to improve financial performance or to accommodate life changes.
Manage and update client portfolios by completing a risk analysis for each client and taking measures to adjust portfolios, as necessary.
Communicate with clients to update on potential investment opportunities, introduce new financial products, and recommend adjustments to the financial plan.
Prepare and/or interpret financial document summaries, investment performance reports and income projections for clients.
Monitor market trends and research available investment opportunities to determine suitability or best interest for clients' financial plans.
Compliance:
Meet the fiduciary duty and regulatory aspects of the role.
Keep detailed records of the services provided.
Maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services.

Working hours: 8:00 AM - 5:00 PM

Skills:
Financial Planning and Analysis: Excellent understanding of financial markets, investment strategies, retirement planning, tax planning, and insurance.

Communication and Interpersonal Skills: Ability to explain complex financial concepts in simple terms, build trust, and establish long-term relationships with clients.

Analytical Thinking: Capability to analyze market trends, economic conditions, and financial statements to provide sound advice.

Education:
Bachelors

Experience:
4-7 years

Qualifications:
Bachelor's degree preferably in Business, Finance, Accounting, or related field.
5+ years of sales experience.
3+ years of related experience in investment sales, Brokerage/Insurance and/or Banking/Retail.
Must currently possess Life, Health and Accident Insurance Licenses, fixed annuity and variable annuity and be in good standing.
Must currently possess FINRA Investment License(s) Series 7 and Series 66, or Series 7 with Series 63 and 65 and be in good standing.


Apply online: www.spherion.com
RESUME REQUIRED

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).

Show lessShow morekey responsibilities

New Business Development: Acquire new customers and continuously build on existing customers:Market services to new and existing clients by engaging in the community, giving seminars, attending business events and conferences and sponsoring community and charitable events.Communicate with other professionals, such as estate agents, lawyers, and valuers to develop reciprocal referral opportunities.Respond to prospective customer queries about financial planning and investments.The financial needs of clients are assessed, and a sound financial plan is designed to help them reach their financial objectives:Prepare financial strategy recommendations and make appropriate investment recommendations to current and potential customers based on individualized needs analysis and in-depth review of current financial circumstances and goals.Monitor and analyze clients' accounts, review investment reports, and determine if changes are needed to improve financial performance or to accommodate life changes.Manage and update client portfolios by completing a risk analysis for each client and taking measures to adjust portfolios, as necessary.Communicate with clients to update on potential investment opportunities, introduce new financial products, and recommend adjustments to the financial plan. Prepare and/or interpret financial document summaries, investment performance reports and income projections for clients.Monitor market trends and research available investment opportunities to determine suitability or best interest for clients' financial plans.Compliance:Meet the fiduciary duty and regulatory aspects of the role.Keep detailed records of the services provided. Maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services.

experience

4-7 years

skills

Financial Planning and Analysis: Excellent understanding of financial markets, investment strategies, retirement planning, tax planning, and insurance.Communication and Interpersonal Skills: Ability to explain complex financial concepts in simple terms, build trust, and establish long-term relationships with clients.Analytical Thinking: Capability to analyze market trends, economic conditions, and financial statements to provide sound advice.

qualifications

Bachelor's degree preferably in Business, Finance, Accounting, or related field.5+ years of sales experience. 3+ years of related experience in investment sales, Brokerage/Insurance and/or Banking/Retail.Must currently possess Life, Health and Accident Insurance Licenses, fixed annuity and variable annuity and be in good standing.Must currently possess FINRA Investment License(s) Series 7 and Series 66, or Series 7 with Series 63 and 65 and be in good standing.

education

Bachelors