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Financial Advisor

Company: Adaptation Financial---
Location: Oklahoma City
Posted on: April 10, 2021

Job Description:

READY TO BUILD YOUR BOOK OF BUSINESS? Your business starts with your community. Your drive to build relationships with your clients and centers of influence in your local network will provide the path to build a significant book of business and financial freedom. At Adaptation you own your business, but you are never alone. Our family of advisors and support teams work together to serve our clients across the United States. Decades of experience and passion for organic growth continues to drive the development and success of the firm and you. Are you ready to bring your track record of success to our growing financial services firm? ARE YOU AN EXPERIENCED ADVISOR?Ambitious achievers thrive in environments where they are no longer bound by restrictive cultures and are released to experience unlimited earning potential. Adaptation is committed to supporting our team in order make a difference in your clients' lives. We are prepared to help you pass your required licensing exams and provide financial support during your practice's first years. Your personal drive and Adaptation's training and support will propel your success and equip you to provide personalized legacy-building solutions for your clients. IDEAL

  • Entrepreneurial
  • Results -driven
  • Self-motivated and driven
  • Passionate about helping others
  • Diligent and hard-working
  • Ambitious
  • Articulate
  • Integrity
  • Strong work ethic
    • Actively work to build and maintain your referral network and centers of influence
    • Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives.
    • Provide information/education to clients about the purpose and details of financial products, services and strategies.
    • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
    • Contact clients periodically to determine if there have been changes in their financial status.
    • Continually engage in professional development including but not limited to the following areas: designing insurance products as an investment, estate planning strategies, and gathering assets under management. REQUIREMENTS
      • A four-year college degree is preferred but not required
      • Relevant professional FINRA securities registrations -- If you do not have the following, you will be required to attain state life and health licenses and FINRA Series 6/7 and 66 registrations
      • Must be authorized to work in the United States We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial planning offered through Adaptation Financial Advisors, Inc., a Registered Investment Advisor. Adaptation Financial Advisors, Inc. and Cambridge are not affiliated. The information detailed is strictly informational and not an offer letter, not a comprehensive job description or promise of employment at Adaptation Financial---. It is intended solely for the purpose of describing the general position of a financial professional of Adaptation Financial---.

Keywords: Adaptation Financial---, Oklahoma City , Financial Advisor, Accounting, Auditing , Oklahoma City, Oklahoma

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