Financial Advisor

Posting ID : A1068480158
Date Posted : 2015-08-18
Category : Accounting Finance

About John Stokes Financial

Experience a rewarding career at John Stokes Financial, locations throughout California, where you will help people become financially independent while building your own personal financial wealth with career growth and professional development.

As a Wealth Management firm we are dedicated to providing complete training and support to successful individuals committed to developing a rewarding career in the financial services industry.

As an advisor with John Stokes Financial you will help individuals and businesses accumulate wealth and plan their hard-earned assets.

Our firm's loyalty belongs exclusively to our clients, not to a distant parent company. This independence enables us to establish working relationships with a large number of industry-leading sponsor firms through our broker dealer relationship and insurance providers whose services we leverage to create customized plans that are tailored to suit our clients' specific needs.

Description
Responsibilities:
Gain industry and organizational knowledge through daily business interactions and job assignments.
Develop business, financial and analytical skills needed for career in wealth management and financial services.
Provide marketing and sales support to advisors
Gain exposure to wealth management business, products, services and clients' financial needs.

Qualifications
Requirements:
Bachelor's degree required
Strong desire to gain further understanding of the wealth management business.
Effective communication and interpersonal skills (both written and verbal)
Ability to work on a team
Strong analytical skills and ability to work in a fast paced environment
Preferred: Securities licenses; Series 7 & Series 66, if not currently licensed must obtained upon hire
Preferred: California Life & Health Insurance license, if not currently licensed must obtained upon hire

Securities by licensed Individuals Offered Through Investacorp, Inc.
A Registered Broker/Dealer Member FINRA.SIPC
Advisory Services Offered Through Investacorp Advisory Services, Inc.
A SEC Registered Investment Advisory Firm.

To learn more about our Firm you can go to: www.JohnStokesFinancial.com
Please email your Resume and Cover Letter


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