воскресенье, 3 ноября 2013 г.

Entry Level Financial Advisor at Woodbridge

Job Description

National Securities Corporation is an international full-service independent brokerage firm with a diverse base of retail and institutional clients. National Securities was founded in 1947 in Seattle, Washington, with the goal of providing a full suite of financial products and services to its registered representatives and clients. With over 150 offices in 3 continents and over 1,000 Investment professionals; National Securities provides a broad range of securities brokerage, financial planning and investment services, as well as corporate finance and investment banking services to corporations and businesses. Nationals reps and advisors plan and service a wide variety of client needs through:

 

- Equity Trading

-Asset Allocation & Management

- A full array of Insurance Products

 

Position Highlights:

 

As a Financial Advisor, you will learn all the crucial financial products and  necessary sales / communication tools to effectively communicate with individuals, families, and businesses as to ensure their financial objectives are met and enhanced. Success is what you and your clients will strive for; you do not need prior financial experience to be a part of National Securities, but a willingness to learn, exceptional energy, solid communication skills, and a strong work ethic toppled with an entrepreneurial spirit. Well provide the resources, training and support youll need to achieve better than your best.

What does a Financial Advisor do?

- Qualify high net worth individuals on a daily basis as to recommend the suitable financial product (s) for each investor.

- Utilize national and marketing support that will help to expand and grow client acquisition and relationships.

- Analyze important financial information derived from clients and prospects as to determine strategies and offerings to help clients meet their financial objectives.

- Build and maintain client accounts, keep them up to date on educational information necessary to their livelihood and attain new clients on a consistent basis.

- Contact clients periodically to determine if there have been changes in their financial status.

- Complete our state of the art in-house training program and be able to pass the necessary examinations as to become a fully fledged Financial Advisor

Job Requirements

-A bachelors degree is highly preferred, but we will accept and train the right candidate.

-Results-driven, highly motivated, self-starter who posses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures.

-Strong customer contact skills, along with excellent interpersonal, verbal, and written communication skills.

-Comfortable being on the phone or face to face through the sales process.

-Must be a US Citizen or permanent resident.

-Excellent operational, organizational and follow-up skills with the ability to mange and process complex operational work

-Ability to draw upon past/present experiences and acquaintances to develop markets and build upon them to maintain long-term relationships.

-Relevant professional FINRA securities registrations are a plus. If you do not have the following, you will be required to attain them, under the sponsorship of National Securities: state life and health licenses, FINRA Series 7 and 63 registrations.

Individuals who excel at National come from various professional backgrounds that include:

 

-Sales

-Brokerage

-Banking 

-Management

-Accounting

-Law

 

Who We Are:

-A 60 year old Financial Services Firm with a global presence and over a 1000 financial professionals, National Holdings is the parent company to:

-National Securities Corporation, Member FINRA/SIPC

-vFinance Investments, Inc., Member FINRA/SIPC

-National Asset Management 

-National Insurance Corporation

National offers a variety of educational venues, in addition to providing CNBC daily with "Fair Value" numbers, our top product experts and research analysts on staff are here to assist you ; with all the service support, customer friendly culture and diverse product availability that you need, National is the firm that you can stay with until you retire.



Country: USA, State: New Jersey, City: Woodbridge, Company: National Securities.

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