Financial Advisors with Kellier Financial help clients reach their ultimate financial goals. With more than half of Americans believing their financial planning needs improvement, a career with Kellier Financial provides abundant opportunities. As an advisor, you will partner with clients by creating personalized financial plans built on their unique needs and desires. You'll help them protect what they've worked so hard to achieve while also growing their assets for the future.
Identifying, soliciting, servicing, delivering financial consultation and services to new clients.
Work with clients and prospects to coordinate the information gathering, delivery of financial plans utilizing the Wealth Planning Unit.
Meet with clients at least annually to update financial plan information.
Develop small business loans for clients and prospects within limit of authority. Prepare and present/recommend to higher authority any loans in excess of lending authority.
Stay up to date with changing economic, legal, financial planning, investment trends, and general market and business issues impacting clients.
Skills & Requirements
Relationship-building skills and a commitment to establishing long-term clients.
A strong desire for performance driven compensation and growing earnings potential.
A self-motivated, highly driven and entrepreneurial personality.
Ability to think critically and use sound judgment when serving clients.
Our Commitment to You
Unlimited earnings potential that includes commissions, bonuses, and travel incentives. Ongoing business development training, mentorship and networking opportunities. The opportunity to succeed with the flexibility to balance your personal life and work life
Bachelor’s degree with a concentration in business, accounting, finance, banking or equivalent education and related experience
High aptitude for client relationship management, business development and sales
Series 7, 63, 65, 66 or equivalent licenses
Ability to put the client first
Strong written and verbal communication skills
Working knowledge of Microsoft Office desktop applications
Kellier Financial is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.