Elevate Your Career at Hariri Financial Partners Are you ready to take your career in the financial services industry to new heights? At Hariri Financial Partners, a distinguished member of the National Life Group, we are on the hunt for dynamic and motivated professionals to join our Financial Advisor Team. This role isn't just a job—it's a journey of professional development, personal fulfillment, and a chance to make a real difference in the lives of our clients. Why Join Hariri Financial Partners? • A Career That Matters: You will play a pivotal role in shaping our clients' financial futures, turning their aspirations into reality. • Comprehensive Training and Support: Our robust five-year training program is designed to help you build a thriving practice and achieve long-term success. • Collaborative Environment: Work alongside industry experts, benefiting from mentorship and a team dedicated to mutual success. • Innovative Resources: Leverage cutting-edge tools and marketing support to expand your client base and enhance service delivery. Key Responsibilities: • Client Relationship Management: Foster enduring relationships with clients through regular reviews and proactive engagement. • Client Acquisition and Prospecting: Utilize our proven prospecting techniques to grow your client list through direct outreach and referrals. • Portfolio Management: Analyze market trends and tailor recommendations to optimize client portfolios. • Wealth Management Strategies: Develop personalized financial strategies that align with clients’ goals and risk tolerance. • Team Collaboration and Continuous Learning: Stay at the forefront of industry trends and regulatory changes to provide the best advice possible. What We Look For: • Motivation and Entrepreneurship: A robust entrepreneurial spirit eager to build a prosperous career. • Integrity and Effective Communication: Strong ethical standards and the ability to communicate complex concepts clearly. • Analytical and Problem-Solving Skills: Sharp analysis skills to solve challenges creatively and efficiently. • Interpersonal Skills: Excellent ability to connect with clients and colleagues alike. Our Offerings: • Competitive Compensation: Attractive salary and bonuses tied to performance. • Growth Opportunities: Clear pathways for career advancement and professional development. • Supportive Culture: A work environment that values collaboration, innovation, and a balanced life. • Impactful Work: Help individuals and families secure their financial futures. Commitment to Diversity and Inclusion: • Equal Opportunity Employment: We proudly support diversity and are committed to creating an inclusive environment for all employees. • Accessibility and Accommodation: We ensure reasonable accommodations for a diverse range of needs. Find out more about our commitment to accessibility in our FAQs. Hariri Financial Partners is not just a workplace. It’s where you can make a significant impact. Join us and shape your future as well as the futures of our clients. Responsibilities: • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Qualifications: • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired • Requires a Bachelor’s degree in business administration, finance, or other related field • Valid FINRA Series 7 & 63/66 preferred but not required • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Compensation: $144,500

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