Job Description
Join Heritage Wealth Partners as a Financial Advisor and transform your passion for finance into a rewarding career in Lincoln, Nebraska. We're seeking a dynamic professional to help clients build sustainable wealth through personalized financial planning and investment strategies. Our client-centric approach combines cutting-edge technology with human expertise to deliver exceptional results.
As a key member of our growing team, you'll work with diverse clients ranging from young professionals to retirees, guiding them through life's financial milestones. We offer comprehensive training, mentorship from industry veterans, and a collaborative environment designed for your success.
Responsibilities
- Develop and maintain long-term client relationships through trust-based financial planning
- Create customized investment portfolios aligned with clients' risk tolerance and goals
- Conduct comprehensive financial needs analysis for retirement, education, and estate planning
- Stay current on market trends, regulatory changes, and financial products
- Collaborate with internal partners to deliver holistic financial solutions
- Meet performance metrics for client acquisition and portfolio growth
- Represent Heritage Wealth Partners in community networking events
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- FINRA Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- 3+ years of experience in financial services, wealth management, or sales
- Proven track record of building client relationships and meeting sales targets
- Strong analytical skills with ability to translate complex concepts into actionable advice
- Exceptional communication and presentation skills
- CFPĀ® designation preferred but not required