Financial Representative / Investment Adviser Representative


Financial Representative / Investment Adviser Representative

Runestad Financial Services, LTD is seeking a motivated, relationship driven professional with a proven sales record to join our team. This person would be willing and able to learn about the financial profession, have world class integrity and a desire to earn a high income.

About the role:

Our continued growth requires that we add a Financial Representative/Investment Adviser Representative to our team. This individual will be responsible to care for a specific group of clients and develop new business, acting ethically and honestly, held to a fiduciary standard of care.

  • Seeks out and builds client base through educational seminars and workshops, referrals, etc.
  • Takes new clients through a thorough fact-finding and needs analysis process, getting to know their goals, priorities, etc.
  • Develops and presents unique, comprehensive wealth management/income plans and implements as approved by the client.
  • Regularly monitors plan(s) to make sure clients are on track with their goals.
  • Reviews client’s plans yearly to make sure they keep on track to meet goals and objectives.
  • Responds to client requests for service and trouble-shoots service issues.
  • Adheres to compliance policies and procedures.
  • Supports team as needed with the company’s entire client base.

Requirements:

  • Bachelor’s degree (B.S. in Finance desirable)
  • 2 years’ experience in sales (may or may not be in financial field)
  • Indiana Health and Life license, or ability to obtain one within a short time frame, is required.
  • FINRA registration with a 65 or 66, or ability to get on  within a short time frame, is required.
  • Having your CFP® designation a plus but not required.
  • Have a satisfactory background check and a clean compliance record.

Skills and Abilities:

  • A team player who isn’t afraid of any assignment, no matter how large or how small!
  • A confident individual comfortable with closing a sale.
  • Articulate and comfortable communicating in both large and small group settings.
  • Open-minded and willing to consider new or different products that might best meet our clients’ needs.
  • Quick learner of new technologies.
  • Warm and professional demeanor.
  • Excellent organizational and follow-through skills.
  • Ability to anticipate and solve problems.

We Offer:


A genuine career in wealth management that focuses on clients’ needs and gives you the opportunity to utilize every talent you have! Full-time job as a key leader in the firm. Succession and leadership opportunities down the line. Competitive salary and unlimited earning potential through commissions and incentive pay. Yearly bonuses based on organization’s results. Paid time off. Company-paid licensing and professional development. Paid training offered. Other benefits negotiable. Our culture is outcome-oriented (results-focused with a strong performance culture), people-oriented (supportive and fairness-focused) and team-oriented (cooperative and collaborative).

 

Job Type:

  • Full-time

Supplemental Pay:

  • Bonus Pay
  • Commission Pay

Experience:

  • Sales: 2 year (Preferred)

Education:

  • Bachelor’s (Preferred)

Paid Training:

  • Yes

Management:

  • Key Leader

This Company Describes Its Culture as:

  • Outcome-oriented — results-focused with strong performance culture
  • People-oriented — supportive and fairness-focused
  • Team-oriented — cooperative and collaborative

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 260.627.3333