Job Title: Financial Advisor/ Buffalo, NY
Location: NY-Buffalo
  • Functional Areas:
  • Company Name:
  • Employment Type:
  • Financial Services
  • VALIC
  • Full Time - Regular
  • Education Preferred:
  • Experience Required:
  • Relocation Provided:
  • High School
  • 1-2 years
  • No


Job Description:


We now seek highly motivated individuals with NASD Series 7 and 66 or 6, 63, and 65 and State Life and Health licenses for the opening of:

Financial Advisor in Buffalo, NY.

WHAT YOU WILL BE DOING:
- Selling to and servicing an existing client base developed through VALICs group sponsored relationships.
- Building on current client relationships to provide your clients with products such as annuities, mutual funds, life insurance and long term care insurance.

WHAT WE HAVE TO OFFER:

- Superb prospecting, advertising and sales promotion support including: colorful eye-catching sales literature, a comprehensive series of financial planning workshops, and customized direct marketing literature and letters.
- The power of computer-based programs and services to support your sales effort.
- State-of-the-art notebook computers and printers that will let you provide innovative retirement planning and asset allocation services for your clients, wherever they are.
- Benefits package including group medical and dental, life, healthcare and dependent care reimbursement accounts, free group life insurance, employee stock purchase plan, a generous 401(k) plan with company matching contributions, and more.

We are committed to creating opportunities for VALIC financial professionals, rewarding performance, and partnering with you to take stock in your future. Income sources can include training allowances, commissions, asset-based compensation or a combination of these components.

WHAT WE ARE LOOKING FOR:

- Bachelors degree or equivalent related work experience.
- One to three years industry experience
- Proven knowledge of the financial industry
- NASD Series 6 or Series 7
- NASD Series 63 and 65, or 66
- State Variable Life & Health License
- Inclination toward sales


To be successful in this position you must possess and effectively demonstrate the following skills:

- Ability to quickly learn and market a variety of financial products and services.
- Exceptional communication
- Effectively utilizing technology for sales presentations and account servicing.
- Building customer loyalty
- Initiating action
- Contributing to team success
- Time management
- Ability to work with very limited supervision


Hours:

Financial Advisors typically set their own schedules and work 40 or more hours a week. The hours you work, which can be flexible, depend on the number of clients serviced, the amount of time spent servicing each client and the time involved in managing client investments. The flexibility to work some scheduled evening and weekend hours is essential in providing high-quality service for customers who prefer evening or weekend appointments.

Compensation:

Financial Advisors are ultimately commission-based. Training allowances are available for new FAs under appropriate circumstances. The compensation package for advisors and managers is very competitive, with no ceiling on earning potential.

Travel:

The exact amount of travel depends on the assigned territory and client base. As we move forward, client-servicing tools are increasingly accessed through technology; however, face-to-face service is also an important part of servicing clients and is frequently required. Occasional travel for training, group enrollments, or regional meetings may also be required.