Broker Check

Current Opening - Wealth Management Advisor

As we expand our Business to meet client demand for our products and services, we take pride in building a remarkable group of talented advisors who thrive on a consultative client approach and team collegiality. Successful Advisors at OneFinancial understand their client's unique financial objectives through one-on-one advice as well as leveraging our collaborative environment to deliver appropriate products and services. These products and services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans, Life Insurance, IRAs, After-Tax Annuities, Brokerage Service, Personal Lines Insurance and Education Savings plans. Strong Wealth Management Advisor applicants will have demonstrated experience serving affluent client needs through outstanding relationship management skills, solid financial service product knowledge and proven sales skills.    

As a Wealth Management Advisor, you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. How we’re different: 

  • We utilize a consultative, economics-based approach to financial and retirement planning. 
  • We operate in a collaborative, team based environment. Advisors may also leverage our in-house Tax/Trust Estate Planning/Retirement/Investment/Insurance professionals, and utilize our local and regional operational professionals.
  • We prepare our Advisors for success with comprehensive training and tools. This includes a training program, mentorship program, peer coaching support, and ongoing education on investments, wealth management, new financial tools and company products.
  • We reward our advisors for taking care of our clients. Our competitive compensation package includes a base salary, commissions, and variable bonuses. We also include benefits such as a Retirement Plan and 401k match, health/life insurance, and education reimbursements. 

KEY RESPONSIBILITIES AND DUTIES:

  • Responsible for attracting new clients to OneFinancial by providing financial and insurance strategies that assist in retirement objectives.
  • Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of OneFinancial and developing additional business through referrals.
  • Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition of OneFinancial.

QUALIFICATIONS:  

PREFERRED QUALIFICATIONS 

  • Existing FINRA Series 7, 66 (or 63 and 65) and appropriate state life insurance licenses are highly preferred. Candidates without existing licensing may be eligible for sponsorship per licensing guidelines.
  • Strong track record in generating sales and a broad background in retirement products, general investment matters and applicable tax and estate planning issues.
  • Excellent interpersonal skills and face-to-face relationship building abilities.
  • Demonstrated experience in understanding client's financial situations and personal circumstances. 
  • Demonstrated ability to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business.
  • Demonstrated experience in communicating both written and orally with clients.
  • Competent computing skills that include working with the Microsoft Office suite, CRM and proprietary systems.
  • Bachelor's Degree strongly preferred and weighted.
  • Professional designation of Certified Financial Planner (CFP) also strongly preferred.