Financial Advisor/Paraplanner Jobs in Amsterdam, United States


Fellow Advisor,Do you feel unappreciated?Are your ideas not taken seriously?Are tired of making your bosses rich instead of yourself?Do you feel like you are a small fish in a big sea?Do you want to differentiate yourself?Do you want to be able to let your creativity be seen?Have you considered working within a niche with immense growth potential?Do you want better work/life balance and flexibility?Are you passionate about the market?Would working from home improve your life?Do you have a book of business or practice that you’re ready to grow?These are the questions that bounced around my own head until I took the leap and created Gen X Wealth Partners. I said to myself enough is enough. I’m offering you the job I wish I had. It’s a unique opportunity, and I am opening it up to you. No corporate nonsense, just the ability to spread your wings and help your clients fly. We are an independent firm by design to eliminate conflicts of interest and foster creativity. I have developed a process to help Gen X get on track financially. They have so many competing goals. They have so many planning needs yet, so few advisors speak to them. It’s crazy. The biggest one is saving for their retirement vs. saving for their child’s education. Our unique secret weapon is advanced college planning which helps them maximize their financial aid offers and uncover the right school at the right price for their child. There are enough advisors helping retirees. Come discover a budding niche with a ton of future potential. Gen X needs our help. If this sounds like you then keep reading.Key Responsibilities and DutiesSeek, identify, and approach new prospects to grow your own book of business via value added solutions and servicesStrengthen client relationships though proactive communicationPerform market research and product analysisAnalyzing client dataConduct SWOT analysis to determine client overall financial healthDevelop and deliver customized client recommendationsMonitor firm’s social media marketing effortsCultivate leads into clientsAssist in account related paperworkHelp clients maximize or create their own employee benefits packageHandle all Life and Disability Insurance CasesBecome proficient in advanced college planning strategies

Original jobs : https://us.mustakbil.com/jobs/job/782435