• Licensed Financial Consultant (Bay Area, California)

    Job Location
    United States-CA-San Francisco Bay Area
    Work Status
    Full-Time
    Department
    Retirement & Investment Services
    FLSA Status
    Exempt
    Requisition ID
    2018-1978
  • Start a Rewarding Career with Alliant

    Why Alliant?

    We’re not a typical financial institution – we’re better. We’re an innovative, fun-loving, highly-engaged group of professionals that are committed to our company and the communities we do business in. We love to recognize and celebrate each other.

     

    Over 90% of our employees say we are a great workplace that is focused on our mission, vision and the future of banking.

     

    What will your day look like?

    You will be responsible for combining personal skills, resources and product knowledge for the purpose of helping clients realize their financial goals. Must have the ability to attract, provide service and close business with clients. Responsible for assessing a client's circumstances and objectives, and based on those, provide individualized, highly strategic retirement/investment consulting. Access to a full range of wealth building, managing and preserving products - including mutual funds, stocks, bonds, IRAs, insurance, estate planning and many other services to offer to client base and the membership.

     

    Role is based in the Bay Area in California

    Responsibilities

    Do you see yourself doing this?

    • Analyze investment opportunities and client needs, and recommend appropriate strategies
    • Take complex financial information and communicate it to clients in a manner that enables them to make informed decisions
    • Prepare the required paperwork to open brokerage accounts, mutual funds, annuities, etc.
    • Build client relationships based upon developing strategies to attain their financial goals through the use of financial planning and wealth management
    • Coordinate client review schedule, client surveys and newsletters with advisor associate or designated branch employee to retain clients
    • Develop and cultivate your own client base
    • Prospect and service membership
    • Work closely with branch personnel in identifying opportunities for referrals
    • Ability to create a sales and marketing strategy for new client relationships         
    • Prepare and deliver presentations/seminars to members and prospects for business development purposes
    • Coordinate seminars and webinars in accordance with annual marketing plan
    • Works with advisor associate or branch personnel to prepare for seminar/webinar
    • Solid understanding of retirement industry trends, concepts, products and practices and a commitment to maintaining that knowledge
    • Attend financial advisor meetings and continuing education sessions to stay current about products, services and policies

    Qualifications

    What makes you a great fit?

    You’ll be a great fit if in addition to the completion of a Bachelor’s degree, 5 years of business experience and proven track record of successful sales in interacting with clients and meeting their financial needs and you have:

    • FINRA Series 7, 65 and/or 66 (and Series 63 in states where required)
    • State Life/Health Licenses
    • Ability and willingness to pursue, CFP, ChFC, or CLU Designation
    • Strong multi-level relationship building skills; excellent verbal and written communication skills and the ability to work toward team and individual goals
    • Strong analytical and time management skills
    • A clean U-4 securities record is a must

    When you’re happy, we’re happy!

    As a thank you for joining our team, you’ll benefit from:

    • Competitive medical, dental, and free vision benefits
    • Competitive compensation plan
    • Contributions towards gym memberships
    • Generous PTO and banking holidays off

     

    Still not convinced?

    We’re on the list of 100 Best Medium Companies to work for, check it out here. For more details you can also visit our Glassdoor and LinkedIn profiles.

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