General Summary: Six Pillars Financial Advisors, LLC is in the business of providing financial planning, investment instruments, insurance services and advisory services. As a financial management company, the services will include at a minimum the following: Professional financial planning, advising and assisting persons in the purchase of corporate, government, and municipal bonds, stocks, certificates of deposits, unit investment trusts, fixed and variable annuities, mutual funds, insurance products, and advice concerning investment in individual retirement accounts, 401ks, pension, and profit sharing plans. In addition, Six Pillars Financial Advisors, LLC will engage third parties to assist it in trust and estate planning services, and other financial planning and advisory services.
The successful financial advisor r is able to listen to client needs, critically evaluate investment options, and educate clients regarding the best investment decisions to make. The recommendations made should take into account the risk tolerance, liquidity requirements, income level, and long-term goals of clients.
Primary Duties and Responsibilities: Client Relations- Maintain and deepen relations with existing clients
- Prospect for new clients
Investment Solutions- Educate clients regarding the range of applicable investment options available to them
- Determine the risk tolerance of clients
- Develop personally tailored investment solutions for clients
- Follow through on the investment actions approved by clients
- Maintain proper documentation of investment actions taken on behalf of clients
- Maintain an up-to-date knowledge of investment products
- Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments.
- Oversee the investments and making changes as necessary in order to help the individual or company to gain even more money.
- Handle customer complaints and resolve problems.
Requirements: Education: 4 year degree in Business or other related field from an accredited college or university, MBA or other advance degree preferred; Series 7, 66, 63, 65 licenses; CFP preferred
Experience: 10+ years of bank or credit union experience
Knowledge/Skills/Aptitudes:- A track record of professional success
- Relationship-building skills and commitment to establishing long-term clients
- Strong desire for performance driven compensation and growing earnings potential
- A self-motivated, highly driven and entrepreneurial personality
- Desire to work from an office in your community
- Ability to think critically and use sound judgment when serving clients
