. Military-Civilian: Hot Jobs, Events, and Helpful Information for Veterans Seeking Civilian Careers: Financial Advisor Ex Military Jobs

Monday, June 1, 2015

Financial Advisor Ex Military Jobs

Financial Advisor Ex Military Jobs
Orange, CA

Larson Financial is a nationwide planning and investment advisory firm that specializes in serving the financial needs of physicians and dentists. We are looking for highly ethical and tenacious individuals to become a part of our rapidly expanding team of Financial Advisors. This is an opportunity to become a part of a faithful and integrity-driven company, while building an independent book of clientele comprised solely of physicians. Our comprehensive approach to financial planning offers unique solutions for doctors from residency to retirement.
We provide a successful marketing system and training platform that helps support our advisors to the fullest extent. New advisors will receive a mentoring advisor’s  guidance and permanent operational assistance.

Job Responsibilities Financial Advisor Ex Military Jobs:
  • Train in and adhere to Larson Financial philosophy and strategy, including physician-specific planning.
  • Enhance business development by employing existing client recruitment methods.
  • Prepare and host meetings, consulting with physicians under the purview and direction of your leading financial advisor.
  • Perform concierge level follow up while balancing new business and existing client needs.
  • Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning and other tasks quoted to client.
 Job Requirements Financial Advisor Ex Military Jobs:
  • 4 year Bachelor’s degree from an accredited university or college.
  • Excellent communication and presentation skills.
  • Well organized with the ability to manage time effectively while managing multiple priorities.
  • Successful completion of background check and pre-employment assessments.
  • Licenses (required)
  • Series 7/66 Securities Licenses
  • Life and Health Please apply online
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