Financial Advisor
Hariri Financial Partners
San Francisco, CA 94104Remote$60,000 - $145,000 a yearPermanent
Job Description
Are you ready to elevate your career in the financial services industry? At Hariri Financial Partners, we are seeking a dynamic, driven individuals to join our Financial Advisor Team and play a critical role in our clients' financial success. This is more than a job; it’s a journey of professional growth, personal fulfillment, and making a tangible difference in people’s lives.
Embark on a rewarding career journey Hariri Financial Partners, a beacon of financial strength and integrity in the industry. As a Financial Professional with us, you are not just taking a job; you're adopting a role where your guidance turns your clients’ financial aspirations into realities.
Key Responsibilities:
* *Client Relationship Management:* Build and maintain lasting relationships with clients through regular reviews and proactive communication.
* *Prospecting and Client Acquisition:* Become a rainmaker! Acquire new clients through the various prospecting methods we teach and build a long-lasting, sustainable practice through referrals.
* *Portfolio Management:* Analyze market trends and provide informed recommendations to optimize client portfolios.
* *Insurance and Wealth Management Strategies:* Craft personalized financial, insurance, business, and estate strategies for clients, considering their financial goals and risk tolerance.
* *Team Collaboration:* Work alongside our team of experts to enhance client services and contribute to the team's success.
* *Continual Learning:* Stay up-to-date with financial regulations and trends to offer cutting-edge advice.
Unmatched Training & Support:
* *Comprehensive Training Program:* Benefit from an extensive five-year training regime to help you build a 7-figure practice, setting the stage for your enduring success.
* *Marketing and Prospecting Support:* Full-scale marketing support, plus innovative tools and resources to expand your clientele.
* *Mentorship and Collaboration:* Work with industry mavens through our mentoring program for practical, hands-on learning and client development.
* *Independence with Backup:* Enjoy the autonomy of managing your practice with the strong backing and resources of a Financial Titan.
What You Bring to the Table:
* *Motivation and Entrepreneurship:* A driven, entrepreneurial spirit ready to invest time and energy into a prosperous and fulfilling career.
* *Integrity and Communication:* Uncompromising integrity and the adeptness to convey intricate ideas clearly and persuasively.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal abilities.
What We Offer:
* *Competitive Salary and Benefits:* Attractive compensation package with bonuses based on performance.
* *Clear Growth Path:* Clear career growth path and merit based promotability. Training and development to grow a 7-figure financial services practice and team.
* *Professional Development:* Ongoing training opportunities and support for career advancement.
* *Innovative Tools and Resources:* Access to state-of-the-art technology and tools to enhance your advisory capabilities.
* *Supportive Culture:* Be a part of a team that values collaboration, innovation, and work-life balance.
* *Making an Impact:* Help individuals and families achieve their financial dreams.
Commitment to Equal Opportunity:
* *Equal Opportunity:* We are a global, equal opportunity employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
* *Inclusive Environment:* Our strength lies in the diverse talents of our global workforce. We're committed to fostering an environment where everyone is respected, included, and can thrive.
* *Accessibility and Accommodation:* We ensure reasonable accommodations for your religious practices, mental health, and physical disability needs. Learn more about our commitment to accessibility in our FAQs.
_Equal Opportunity Employer/Disability/Veterans_
Job Types: Full-time, Contract, Permanent
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee discount
* Financial planning services
* Flexible schedule
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid training
* Professional development assistance
* Retirement plan
* License reimbursement
Compensation Package:
* W2- s contract
* Bonus opportunities
* Commission pay
* Profit sharing
Location:
* California (Required)
Work Location: Remote
Job Types: Full-time, Contract, Permanent
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee discount
* Flexible schedule
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Retirement plan
* Tuition reimbursement
* Vision insurance
Ability to Commute:
* Sacramento, CA (Preferred)
* San Francisco, CA
Work Location: Hybrid remote in Sacramento, CA
Job Types: Full-time, Part-time, Contract, Permanent
Pay: $60,000.00 - $145,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee discount
* Flexible schedule
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Retirement plan
* Tuition reimbursement
* Vision insurance
Ability to Commute:
* San Francisco, CA 94104 (Preferred)
Work Location: Hybrid remote in San Francisco, CA 94104
Embark on a rewarding career journey Hariri Financial Partners, a beacon of financial strength and integrity in the industry. As a Financial Professional with us, you are not just taking a job; you're adopting a role where your guidance turns your clients’ financial aspirations into realities.
Key Responsibilities:
* *Client Relationship Management:* Build and maintain lasting relationships with clients through regular reviews and proactive communication.
* *Prospecting and Client Acquisition:* Become a rainmaker! Acquire new clients through the various prospecting methods we teach and build a long-lasting, sustainable practice through referrals.
* *Portfolio Management:* Analyze market trends and provide informed recommendations to optimize client portfolios.
* *Insurance and Wealth Management Strategies:* Craft personalized financial, insurance, business, and estate strategies for clients, considering their financial goals and risk tolerance.
* *Team Collaboration:* Work alongside our team of experts to enhance client services and contribute to the team's success.
* *Continual Learning:* Stay up-to-date with financial regulations and trends to offer cutting-edge advice.
Unmatched Training & Support:
* *Comprehensive Training Program:* Benefit from an extensive five-year training regime to help you build a 7-figure practice, setting the stage for your enduring success.
* *Marketing and Prospecting Support:* Full-scale marketing support, plus innovative tools and resources to expand your clientele.
* *Mentorship and Collaboration:* Work with industry mavens through our mentoring program for practical, hands-on learning and client development.
* *Independence with Backup:* Enjoy the autonomy of managing your practice with the strong backing and resources of a Financial Titan.
What You Bring to the Table:
* *Motivation and Entrepreneurship:* A driven, entrepreneurial spirit ready to invest time and energy into a prosperous and fulfilling career.
* *Integrity and Communication:* Uncompromising integrity and the adeptness to convey intricate ideas clearly and persuasively.
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal abilities.
What We Offer:
* *Competitive Salary and Benefits:* Attractive compensation package with bonuses based on performance.
* *Clear Growth Path:* Clear career growth path and merit based promotability. Training and development to grow a 7-figure financial services practice and team.
* *Professional Development:* Ongoing training opportunities and support for career advancement.
* *Innovative Tools and Resources:* Access to state-of-the-art technology and tools to enhance your advisory capabilities.
* *Supportive Culture:* Be a part of a team that values collaboration, innovation, and work-life balance.
* *Making an Impact:* Help individuals and families achieve their financial dreams.
Commitment to Equal Opportunity:
* *Equal Opportunity:* We are a global, equal opportunity employer. We value diversity and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.
* *Inclusive Environment:* Our strength lies in the diverse talents of our global workforce. We're committed to fostering an environment where everyone is respected, included, and can thrive.
* *Accessibility and Accommodation:* We ensure reasonable accommodations for your religious practices, mental health, and physical disability needs. Learn more about our commitment to accessibility in our FAQs.
_Equal Opportunity Employer/Disability/Veterans_
Job Types: Full-time, Contract, Permanent
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee discount
* Financial planning services
* Flexible schedule
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Paid training
* Professional development assistance
* Retirement plan
* License reimbursement
Compensation Package:
* W2- s contract
* Bonus opportunities
* Commission pay
* Profit sharing
Location:
* California (Required)
Work Location: Remote
Job Types: Full-time, Contract, Permanent
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee discount
* Flexible schedule
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Retirement plan
* Tuition reimbursement
* Vision insurance
Ability to Commute:
* Sacramento, CA (Preferred)
* San Francisco, CA
Work Location: Hybrid remote in Sacramento, CA
Job Types: Full-time, Part-time, Contract, Permanent
Pay: $60,000.00 - $145,000.00 per year
Benefits:
* 401(k)
* 401(k) matching
* Dental insurance
* Employee discount
* Flexible schedule
* Flexible spending account
* Health insurance
* Health savings account
* Life insurance
* Retirement plan
* Tuition reimbursement
* Vision insurance
Ability to Commute:
* San Francisco, CA 94104 (Preferred)
Work Location: Hybrid remote in San Francisco, CA 94104