Fulcher Financial Group
Associate Financial Advisor
Gonzales, Louisiana · Full-time
Sponsorship not specifiedDetected 90 days ago
Business Development
About the role
- Step into an instrumental role at Fulcher Financial Group.
- Help conduct the smooth operation of a fast-paced and friendly financial planning office.
- Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial.
Responsibilities
- Leverage natural market to drive new client acquisition
- Learn and implement client referral program
- Use network marketing with Center of Influence to drive client acquisition
- Create planning deliverables
- Perform case analysis and develop recommendations
- Conduct and/or participate in client meetings to present recommendations/deliver advice
- Develop appropriate product deliverables
- Manage wholesaler relationships
Requirements
- Monitor economy, markets, and world events to determine any required strategic rebalancing
Compensation
- Develop and implement annual marketing plan to meet client acquisition goals
Visa & Work Authorization
- applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other
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This listing is sourced directly from Fulcher Financial Group's careers page and normalized into a canonical job model.