Financial Advisor/Team Leader
Company: Lifetime Recruiting Strategies
Location: Birmingham
Posted on: February 25, 2021
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Job Description:
The firm takes an holistic approach to Coaching and Advising
clients on matters related to money, finances and wealth
management.
This position is highly entrepreneurial and involves extensive
client development, prospecting, and consultative selling.
Advisors listen to their clients' life goals and objectives and
leverage the power of the firm to develop financial plans that help
them get there. They participate in training and development
throughout their careers to continually improve their ability to
provide the best advice and service for their clients.
As you advance in your career and build your business we offer
advances levels of training coaching and mentoring. The old adage,
in business for yourself but not by yourself, is an accurate
description of the advisors experience.
In addition, you will be able to participate in our industry
leading compensation and retirement programs , including; a
matching 401k, defined benefit pension plan, non-qualified deferred
comp based on productivity and health insurance benefits. In
addition to top compensation and fringe benefits, we offer our
associates a professional office environment funded by the firm ---
not you.
REQUIREMENTS
You are a professional with at least 3- 5-years of experience,:
Series 6, 65, 63 or 7, 66
* Marketing/business development aptitude
* Entrepreneurial spirit with a strong work ethic
* Excellent interpersonal skills and high level of integrity
* Competitive drive and achievement oriented
* High degree of self-confidence and empathy
* A bachelor's degree or equivalent education is expected
* An MBA,CFP, CLU,ChFC, RIPC, JD, CPA or CFP are valued
Re- Start your "Career" now by contacting me to set up a time to
have a meaningful conversation with the president of the firm.
Thank you for your consideration! Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Keywords: Lifetime Recruiting Strategies, Birmingham , Financial Advisor/Team Leader, Hospitality & Tourism , Birmingham, Alabama
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