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Maverick & Maven Consulting

Maverick and Maven Consulting Job Description Posting: Financial Advisor

 At Maverick and Maven Consulting, we specialize in agency development within the financial services industry. Our consultants and recruiters work with multiple financial firms around the nation, including Memphis to get a comprehensive understanding of their hiring objectives. 

Job Requirements:

To be successful as a Financial Advisor, you must demonstrate that you have many skill sets. As a true business owner, you will need to learn what it takes to develop your clientele through collaboration and training efforts.

Personality traits that are generally associated with this role:

-coachable

-strong-entrepreneurial attitude

-impactful personality

-motivated

-strong work ethic, maintain high level of activity

 

Job Responsibilities:

-use effective prospecting and referral strategies

-understand that your presence is appreciated in training 

-provide sound financial recommendations for your clients

-understand a typical decision-making process

-must understand that licensing is required, and must be willing to obtain licensing designations 

 

Education/Experience:

-willing to obtain licensing as needed, such as Series 7, 66, and Life and Health Insurance licensing

-College degree (soon-to-be grads are welcomed as well)

-goal oriented with long-term mindset

-communication skills are necessary

-basic computer skills

-decision-making skills

 

To find out more about this position or to apply, please email your resume to info@maverickandmavenconsulting.com or call Alia Rasheed at (404) 538-4234.