Financial Advisor at Empact Strategic Partners

You will have the opportunity to help people secure their lives and overcome obstacles by providing recommendations on strategies and products that can set them on the path to greater financial security and personal well-being. You'll build your own business with the deep support and encouragement of a company and local firm. You'll expand your opportunities for attractive financial rewards and a lifestyle to match.

As a Financial Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. The work you do is both of value, and aligns with the values we share with you:

• Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind
• Follow a well-defined career path that integrates education with mentorship and teaming opportunities
• Enjoy transparency , honesty, and clarity as the fundamental ingredients of partnership
• Benefit from a culture of innovation that embraces growth and the changes that come with it
• Experience the power of flexibility and the freedom to design your work and your life the way you envision

How will you build your business? You will...

• Establish networks and cultivate referrals
• Develop and maintain long-term relationships with clients
• Provide financial solutions through fact gathering and needs analyses
• Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Who do you need to be?

• A strong relationship-builder who takes a client-first approach
• A dedicated worker: independent, self-motivated and goal oriented
• A connector of people

Responsibilities:

• Provide guidance towards profitable and secure financial solutions to clients
• Strategic consulting on financial products and services such as cash and debt management, investments, insurance coverage, etc.
• Explore clients' overall financial situation, investigate their needs and suggest solid financial plans
• Build client base and maintain mutually beneficial relationships
• Explore and generate leads and research opportunities for mutual funds, stocks, bonds etc.
• Stay informed about trends and updates of industry niche
• Review financial plans and optimize them to ensure profits
• Ensure compliance with all industry rules and regulations
• Interact with providers, solicitors, valuers, and other professionals

Financial Advisor Requirements:

• Excellent communication, negotiating and presentation skills
• Accuracy, close attention to detail and the ability to provide explanations on complex data
• Track record of success in client-facing industry