Are You or Someone You May Know Contemplating A Career Change? - Dallas Crescent

Are You or Someone You May Know Contemplating A Career Change?At Smith Barney, the success of our firm is deeply rooted in the success of the individuals we employ. It is critical that we hire, promote and retain top talent. We are pleased to announce that we are expanding our Dallas Crescent branch by adding Financial Advisor positions.Providing better service to our clients is one of our highest priorities. We focus on wealth management, portfolio management, retirement planning, and private investments.We are looking for people who are self-motivated, hard-working, and observe a high standard of ethics. Our 30-month training program will help prepare for a rewarding career in financial services. Financial Advisor - Dallas Downtown Description:A Financial Advisor combines personal skills with all the resources of Smith Barney and Citigroup, for the purpose of helping clients realize their financial goals. Financial Advisors are provided extensive training to help them build their own business, which includes attracting and servicing relationships with their clients. Financial Advisors are responsible for assessing a client's financial circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Financial Advisors have access to a full range of wealth building, managing and preserving services throughout the Firm, including mutual funds, stocks, bonds, IRAs, credit & lending, insurance, estate planning and many other services that they will offer to their client base and the investing public.Responsibilities: Develop and cultivate your own client base. Analyze investment opportunities and client needs, and recommend appropriate strategies. Build client relationships based upon developing strategies to their financial goals through the use of financial planning and wealth management. Market and sell appropriate investment products, financial and wealth management services/products to clients. Prepare and deliver presentations/seminars to clients and prospects for business development purposes. Attend Financial Advisor meetings and continuing education sessions to stay current about products, services and policies. Comply with all industry rules and regulations. Ability to create a sales and marketing strategy for new client relationships.Minimum Qualifications: Track record of successful work experience for a period of three to five years. Ability to acquire Series 7 and 66 registration, and additional licensing needed to assist in building a career as a Financial Advisor. Ability to communicate effectively with co-workers and clients. Excellent written and oral communication skills. A bachelor's degree is preferred with five years of business experience and proven success in a previous career.To Apply, click on Apply Now and select the following: Region: Central Location: Texas Career Family: Financial Advisor Choose location and Add to Job Cart TX, Dallas Downtown To apply for this position, Apply Now.Key Words:Financial Advisor, Broker, Investment Advisor, Investment Consultant, Financial Consultant, Financial Planner, Financial Services, Sales, Sell, Business Development, Marketing, Prospecting, Client Service, Series 7, Series 66, Career Change, Career Transition, Mutual Funds, Stocks, Bonds, IRAs, Lending, Insurance, Estate Planning Job Title Are You or Someone You May Know Contemplating A Career Change? - Dallas Crescent Company Smith Barney Location Dallas, TX 75201 Status Full Time Job Category Sales/Retail/Business Development Career Level Experienced (Non-Manager) Company Smith Barney Reference Code 1403