Financial Advisor Job Description
At Pattern Financial Group, we are looking for talented people who want to take control of their own success. We offer the freedom to run your own financial services practice with the support of a Fortune 250 Company behind you.
We are a member of the Guardian-Park Avenue Securities network that has over 160 years of experience. Our representatives have a genuine care for people and a responsibility for doing what is right.
Our representatives offer comprehensive financial planning that pillars on an integrative approach of insurance and wealth management products.
Our representative provide services that focus around the protection of one’s balance sheet and cash flow in allocating into a diverse portfolio.
Job Responsibilities
- Provide sound financial recommendations to help ensure financial security for clients, and motivate clients to take action and implement recommendations
- Act as an advocate for your clients; commitment to enhance, enrich and serve that client base
- Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships
- Professional Growth : Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
- Expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets
What Pattern Financial Group Provides
Support - We are better when we work together. Mutual support leads to greater success rather than individual focus. For you to succeed, we need to work collaboratively as a team.
Training - Our team is dedicated to providing as many resources as possible to help you in your success. You will be able to attend training sessions led by top advisors and industry leaders.
Stability - You are backed by an almost 160-year-old Fortune 250 mutual financial company. We are prepared for changes and have your best interest at heart.
Open-Mindedness - We believe in the power of diversity and find strength in our differences. We recognize the value of different perspectives, backgrounds, styles, values, & beliefs.
Licensing Requirements
Life and Health Insurance Licenses
Securities Industry Exam (SIE), Series 7 and Series 66
can be obtained upon hire)
Benefits
- Commissions, renewal income, advisory fees, monthly draw
- Unlimited earning potential, 401(k), Pension, Medical, Dental, Vision, Life, Disability
- Signing Bonus / Training Allowance upon eligibility
- Hybrid working space with flexible hours
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