Job Description
ACORD & FONG WEALTH STRATEGIES (AFWS) IS ONE OF THE MOST SUCCESSFUL FINANCIAL PLANNING FIRMS IN FRESNO. OUR COMPREHENSIVE APPROACH THAT INCLUDES, RETIREMENT, INVESTMENT, RISK MANAGEMENT AND ESTATE PLANNING STRATEGIES HAS ALLOWED CLIENTS TO BECOME FINANCIALLY INDEPENDENT WHILE PROVIDING AN AVENUE FOR GENERATIONAL WEALTH. OUR CURRENT TEAM OF PLANNERS HAVE DECADES OF COMBINED FINANCIAL PLANNING EXPERIENCE!
UNIQUE, DYNAMIC, AND FAST-GROWING—AFWS SERVES AS A CRUCIAL PARTNER FOR MANY CLIENTS IN THEIR SPRINT TO RETIREMENT (ACCUMULATION) AND THE YEARS TO FOLLOW (DISTRIBUTION). WITH OUR TIME-TESTED AND PROVEN FINANCIAL PLANNING PROCESS WE PREPARE OUR CLIENTS FOR KEY MILESTONES AND THEIR GOLDEN YEARS TO FOLLOW. THIS PLANNING HAS ALLOWED FOR MANY CLIENTS TO PREPARE FOR MULTIPLE GENERATIONS.
IF YOU HAVE CONSIDERED THE VAST BENEFITS OF JOINING AN ESTABLISHED TEAM AND GAINING KNOWLEDGE AND WISDOM FROM SEASONED ADVISORS WHILE SHARPENING YOUR OWN SKILLS, THEN ACORD & FONG WEALTH STRATEGIES COULD BE THE OPPORTUNITY YOU'VE BEEN WAITING FOR!
AWFS IS ALSO DISTINGUISHED BY OUR 40+ YEARS RELATIONSHIP WITH OUR BROKER-DEALER (BD), LINCOLN FINANCIAL ADVISORS (LFA). AS OUR BD PARTNER, LFA IS ONE OF THE RENOWNED NAMES IN THE FINANCIAL SERVICES INDUSTRY AND IS REGULARLY NAMED AMONG THE TOP INDEPENDENT BDS. CUMULATIVELY, LINCOLN FINANCIAL COMPANIES HAVE OVER 115 YEARS OF FINANCIAL SERVICES EXPERIENCE WITH BROAD-SPECTRUM SUPPORT, ONGOING TRAINING, AND PROVEN INFRASTRUCTURE—MAKING IT THE IDEAL HOME TO MANY THRIVING, PROFESSIONAL ORGANIZATIONS LIKE OUR OWN.
THE BENEFITS OF WORKING WITH AFWS:
A COMPREHENSIVE PLANNING PROCESS TO SERVE YOUR CLIENT’S NEEDS.
OPEN ARCHITECTURE SO YOU CAN TRULY SERVE YOUR CLIENTS WITH A FIDUCIARY STANDARD AND A BREADTH OF OPTIONS TO HELP THEM REACH THEIR GOALS, AN EXPANSIVE ARRAY OF SECURITIES OFFERINGS, INSURANCE PRODUCTS, AS WELL AS TAX-EFFICIENT TECHNIQUES, ESTATE PLANNING STRATEGIES, AND MUCH MORE
BOOK OWNERSHIP GIVING YOU THE PEACE OF MIND THAT THE BOOK OF BUSINESS YOU BUILD REMAINS AS YOUR RELATIONSHIPS, YOUR BUSINESS, AND YOUR LEGACY
NO CEILING TO YOUR EARNING POTENTIAL AND GROWTH-BASED, PRODUCTION-ORIENTED COMPENSATION
OUR TIME-TESTED FINANCIAL PLANNING PROCESS IS DIAGNOSTIC IN NATURE, COMPREHENSIVELY ANALYZING THE GOALS OF THE CLIENT.
INTERACTIVE AND INTUITIVE FINANCIAL PLANNING SOFTWARE ADDRESSES THE NEEDS OF THE CLIENT WHILE SUCCESSFULLY EDUCATING THEM ON THE OPTIONS AND TIMING OF THEIR PERSONALIZED FINANCIAL PLAN
SUBSTANTIAL COACHING, EVER-GROWING RESOURCES, THE POTENTIAL FOR MARKET ACCESS TO AN EXISTING BLOCK OF BUSINESS ALONGSIDE CONSISTENTLY UPDATED TECH OFFERINGS AND PROACTIVE MENTORSHIP MAKES OUR OPPORTUNITY UNLIKE ANY OTHER
AS A HYBRID FIRM, WE EFFECTIVELY PROVIDE FEE-BASED, ASSET-BASED, AND COMMISSION-BASED PRODUCTS/SOLUTIONS TO OUR CLIENTS
ACCESS TO CURATED PRESENTATION TOOLS, FINANCIAL PLANNING TEMPLATES, AND ILLUSTRATIONS
TEAMWORK FROM OTHER JUNIOR PLANNERS, PARAPLANNERS, AND MARKETING ASSISTANTS WHO OFFER MEETING PREP AND MARKETING SUPPORT
MULTI-DEPARTMENTAL SUPPORT, ONGOING TRAINING, AND EXPANDED TECH OFFERINGS PROVIDED BY THE BROKER-DEALER, LINCOLN FINANCIAL ADVISORS (LFA)
THERE’S FLEXIBILITY IN HOW YOU MIGHT JOIN OUR TEAM—WITH COMPETITIVELY HIGH PAYOUT RATES AND COMPENSATION PACKAGE DEPENDING ON EXPERIENCE AND ORGANIZATIONAL FIT. IF YOU'RE TO BE A MEMBER OF A DYNAMIC TEAM, WE HAVE SEVERAL OPTIONS THAT CAN WORK.
ACCESS TO SERVICE A LARGE EXISTING BOOK OF CLIENTS
AS A UNIFIED TEAM, WE LEVERAGE SHARED VALUES TO WORK TOWARDS SHARED GOALS. EACH INDIVIDUAL WILL BRING THEIR OWN UNIQUE STYLE TO THE CLIENT RELATIONSHIP. FOLLOWING OUR CONSISTENT PROCESS AND SUPPORTING THE GROWTH OF OUR BRAND IS KEY FOR THE ENTIRE TEAM AT AFWS. OUR CLIENT-CENTRIC APPROACH PUTS THE GOALS AND SUCCESS OF OUR CLIENTS AT THE FOREFRONT. WHEN OUR CLIENTS SUCCEED, WE AS INDIVIDUAL ADVISORS AND AS THE AFWS TEAM, FIND SUCCESS AS WELL.
SKILLS AND REQUIREMENTS:
LOOKING FOR 1-3 YEARS OF EXPERIENCE AS A REGISTERED FINANCIAL ADVISOR, FINANCIAL PLANNER, PARAPLANNER, INVESTMENT ADVISOR, OR SIMILAR SECURITIES-LICENSED ROLE (SECURITIES LICENSED BANKER, ETC.) – MINIMUM OF 1 YEAR IN THE FINANCIAL SERVICES INDUSTRY.
SOLID INTEGRITY, FAITHFUL WORK ETHIC, SELF-DISCIPLINE, A HEALTHY ATTITUDE, ENTREPRENEURIAL SPIRIT, AND A GROWTH MINDSET TO BE AN INDEPENDENT BUSINESS OWNER
MUST BE COACHABLE, HAVE A PROFESSIONAL DEMEANOR, AND AN ABILITY TO MANAGE CONFLICTING PRIORITIES FOR MULTIPLE CLIENTS AND PROJECTS
POSSESS A STRONG UNDERSTANDING OF FINANCIAL SERVICES PRODUCTS, INCLUDING BUT NOT LIMITED TO: MANAGED ACCOUNTS, MUTUAL FUNDS, ANNUITIES, EQUITIES, BONDS, OPTIONS, AND INSURANCE.
ABILITY TO ADVISE CLIENTS ON VARIOUS INVESTMENT PHILOSOPHIES, STRATEGIES, AND NEXT STEPS
ASSESS CLIENTS' ASSETS, LIABILITIES, AND OVERALL FINANCIAL CONDITIONS
PREPARE PROFESSIONAL PRESENTATIONS THAT RECOMMEND VARIOUS FINANCIAL PRODUCTS
CONFIDENCE IN MAKING OUTBOUND CALLS TO PROSPECTIVE CLIENTS AS WELL AS OUTBOUND CALLS TO ENGAGE EXISTING CUSTOMERS, RELATIONSHIP BUILDING, TO CONTINUALLY UNDERSTAND THEIR FINANCIAL NEEDS
STRONG ATTENTION TO DETAIL AND SKILLS IN CRITICAL ANALYSIS AS IT PERTAINS TO A CLIENT’S FINANCIAL NEEDS
ABILITY TO REVIEW FINANCIAL INFORMATION AND COMMUNICATE PORTFOLIO PERFORMANCES TO CLIENTS
FANTASTIC CUSTOMER SERVICE SKILLS AND PROACTIVE EFFORTS IN SERVING CLIENTS AND ADDRESSING ANY CONCERNS
PROFESSIONAL PRESENCE WITH EXCELLENT WRITTEN AND VERBAL COMMUNICATION SKILLS
CA LIFE AND HEALTH INSURANCE LICENSES ARE REQUIRED TO BE A REGISTERED SELLING ADVISOR WITH LINCOLN FINANCIAL
LEGALLY AUTHORIZED TO WORK IN THE U.S. AND DOES NOT NOW OR IN THE FUTURE REQUIRE SPONSORSHIP FOR VISA STATUS.
CLEAN FINRA RECORD
THE PLANNERS OF AFWS ARE REGISTERED REPRESENTATIVES OF LINCOLN FINANCIAL ADVISORS, WHICH PROVIDES SUPPORT AND SERVICES FROM A 115-YEAR-OLD FIRM. SEE OUR WEBSITE AT: HTTPS://WWW.ACORDANDFONG.COM/TEAM_FONG.HTML AND LINKEDIN PROFILE: HTTPS://WWW.LINKEDIN.COM/COMPANY/ACORD-FONG-WEALTH-STRATEGIES/. FOR A PICTURE OF OUR CLIENT DEMOGRAPHIC AND WHO WE SERVE, SEE THIS LINK: HTTPS://WWW.ACORDANDFONG.COM/WHO_WE_SERVE.HTML
SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH LINCOLN FINANCIAL ADVISORS, A BROKER-DEALER (MEMBER SIPC) AND REGISTERED INVESTMENT ADVISOR. ACORD & FONG WEALTH STRATEGIES IS A MARKETING NAME FOR REGISTERED REPRESENTATIVES OF LINCOLN FINANCIAL ADVISORS CORP. CRN-5047870-101922
Company Description
Meet Our Founders Rod Acord & Martin Fong Acord & Fong Wealth Strategies is a comprehensive financial planning company that services clients throughout the Northern California Bay Area. With over 90 years of financial planning experience on our planner team, we are uniquely qualified to provide our clients with clarity and solutions that meet their needs. Our process-structured practice, allows us to focus on our client’s needs and make complex situations simple to understand. It also affords us the ability to leverage each team member’s talents. It is a privilege to serve our clients and we take that responsibility very seriously. Each member of our team is committed to the values of integrity, honesty and exceptional customer service. We believe that long-term relationships are more important than short-term gains.