Job Description

OVERVIEW OF THE COMPANY: Liberty Partners is a full-service wealth management company with national network of independent financial representatives. We are growing and expanding our wealth management business and are looking for candidates to excel in the field of Finance and Investment in West Palm Beach, FL.

Website: www.libertypfs.com

We are seeking a Financial Advisor Associate to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

JOB SUMMARY: The Financial Advisor Trainees in Liberty Partners Group is on a full time basis. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development.

RESPONSIBILITIES:

• Complete training boot camp.
• Recruits new client through mainly telemarketing with provided database.
• Meets production targets that impact overall company revenue goals.
• Completes required program training and assignments, obtains mandatory industry licenses (Series 7, 66) within prescribed timeframes, masters assessments and meets minimum performance and production standards.
• Develop relationships with clients over a long-term process while building your own book of business; If hired as a team candidate, the team will provide the specific goals and expectations.
• Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preference.
• Stays abreast of investment products, industry rules and regulations, and financial planning.

​QUALIFICATIONS:

• Self-motivated.

• Identifying the needs of customers through effective questioning and listening techniques.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.

• Continuously learn investment products, industry rules and regulations, and financial planning.

• Use appropriate interpersonal styles and communicate effectively.

• Persevere, handle rejection and show resilience during the prospecting and networking process.

• Accept criticism and deal calmly and effectively in high stress situations.

*** THIS IS A FULL-TIME TELEMARKETING POSITION WITH AN 8-WEEK PROBATIONARY, AIMING TO PREPARE YOU FOR A FINANCIAL ADVISOR CAREER.

Company Description

Liberty Partners Group is a group of financial services companies with three divisions: broker dealer services, asset management services, and insurance services. Our offices span from the East Coast to the West Coast. Since 1990, our financial advisors are dedicated to providing the finest financial thinking, products and services to our valued clients. Our company is looking for financial advisor associates to join our growing team in West Palm Beach.