OneDigital
Financial Advisor - Remote (Pennsylvania)
Remote-Pennsylvania
Sponsorship not specifiedDetected 30 days ago
SalesforceCRMSalesBusiness DevelopmentLead GenerationPipeline ManagementFinancial AnalysisExcelRecruitingCommunicationMicrosoft Office
About the role
- Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you?
- A career that's making a bigger impact on the world?
- We understand that pursuing a new job is a big deal.
Responsibilities
- Develop and Manage Client Relationships:
- Build trust with clients by understanding their financial needs, goals, and risk tolerance.
- Develop and present customized financial plans, collaborating with internal teams as needed.
- Deliver an exceptional client experience through ongoing communication and service.
- Convert leads into wealth management clients by effectively advancing them through the sales pipeline.
- Collaborate with the service team on client onboarding and ongoing service activities.
- Support business development efforts through events, campaigns, and prospect meetings.
- Document client interactions and lead generation activities using the CRM system.
- In addition, th is position will support business development efforts including events, campaigns, prospect meetings, and proposals.
Requirements
- Proven track record of exceeding sales goals.
- Strong understanding of financial planning principles, investment strategies, and relevant regulations.
- Ability to work and make decisions independently.
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
- Proven success with multi-tasking and managing priorities effectively.
- Ability to adapt to a rapidly changing business and technology environment.
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
- Regular and predictable attendance is required.
- Must be licensed to allow registration as an IAR of OneDigital Investment Advisors
- 2 + years of financial advisory experience required
Nice to have
- Demonstrated discipline maintaining sales pipeline and client information in a CRM, Salesforce preferred.
- Experience with financial planning software, MoneyGuidePro preferred.
- Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire.
- CFP or desired to obtain is preferred.
- 5 years of industry related sales experience preferred
Compensation
- Your base pay is dependent upon your skills, education, qualifications, professional experience, and location.
Benefits
- The role leverages expertise in financial planning, investments, and retirement solutions to cultivate and maintain client relationships through referrals, educational workshops, and participant meetings.
- Serve as a resource for clients with complex financial planning needs and retirement plan considerations.
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales.
- We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.
Equal opportunity
- equal opportunity employer.
- A copy of the Federal EEO poster is linked here.
Visa & Work Authorization
- Must be eligible to work in the United States without the need for work visa or residency sponsorship.
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This listing is sourced directly from OneDigital's careers page and normalized into a canonical job model.