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Posted: Saturday, March 11, 2017 2:55 AM

Job Description:/h3:
We are seeking a Financial Advisor/Investment Advisor to join our team You will deliver personalized investment solutions to help clients work toward their long:term financial goals.
Responsibilities:
:Advise clients on investment strategies and other financial decisions
:Assess clients assets, liabilities and overall financial conditions
:Prepare presentations that recommend various financial products
:Review and communicate portfolio performances to clients
:Network and build relationships with new and existing client base
x200B;Qualifications:
:Previous experience in banking, financing, or other related fields
:Familiarity with investment products and services
:Ability to build rapport with clients
:Strong analytical and critical thinking skills
:Excellent written and verbal communication skills
Required Experience:
:
Have a Series 6 and or a Series7, Series 63 and 65 or Series 66 registration and the appropriate state Life and Variable Annuity License in addition to meeting FINRA continuing education requirements
:
Securities sales experience requiring high levels of outside business development skills.
:
3 years prior securities experience preferred
:
Motivated self:starter, with the drive to build a business for themselves
:
Knowledge of investments, insurance, financial planning and use of financial planning tools
:Must be authorized to work in the United StatesCompany Description:/h3:
We strive to provide the advanced services and technology of larger broker dealers without the corporate mandates and red tape.
Representatives will find the latest technology and support services available, resulting in streamlined operations to process business and preserve your independence to choose your individual avenue to success.
KCD has formed valuable partnerships with leading financial institutions and works closely with them to maintain solid and beneficial relationships that provide you and your clients with quality financial products.
KCD representatives are free to choose the investments that suit their clients needs, free of sales quotas or proprietary product requirements.
We invite you to take a look at what we have to offer
We offer:
Independence
Rep driven Products/ No Proprietary Products
Free of sales quotas
Competitive payouts, including trails and 12b:1 fees
Competitive E and O rates
Thorough but sensible compliance
Reasonable clearing fees
Quick turn around on business approvals

Source: https://www.tiptopjob.com/jobs/64676327_job.asp?source=backpage


• Location: San Francisco

• Post ID: 57154298 sf
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