Provision People

Financial Advisor

Provision People  •  New York City, NY (Onsite)  •  1 month ago
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Job Description

We are seeking Financial Advisors and Wealth Advisors with experience with Life Insurance, Annuities, and Investments, who are looking for strong transition packages and the ability to service their clients (and prospective clients) better.

Essential Duties & Responsibilities:

  • Offer Life Insurance, Annuities, and Investments.
  • Prospect new client relationships.
  • Maintain and grow client relationships.
  • Attend events and in-person networking opportunities.
  • Understand the needs of clients and devise a financial strategy to help them meet their goals/objectives.

Qualifications:

  • 2+ years of experience as a Financial Advisor or Wealth Advisor offering Life Insurance, Annuities, and/or Investments.
  • Series 6, 7, or 63.
  • Ability to build and maintain relationships.
  • Organized and time management savvy.
Provision People

About Provision People

We are Provision People (provisionpeople.com), an award winning organization for Recruiting top-tier Talent, and facilitating a variety of Talent Acquisition services. Consistent top performer in NPA Worldwide, a leading global search and recruitment organization where we were ranked #1 in 2023, #2 in 2022, #2 in 2021, and #1 in 2020.

Provision People started in New York City in 2016 to serve organizations as way more than just a vendor after seeing how consultative winning solutions are in our arena.

Our super powers are providing the highest quality candidates (on and off the market/active and passive), job opportunities, and top-notch customer service revolving around an integrity centric ethos. We only help those that value people and make the world an easier and better place to live in.

What we offer - Flexible staffing & recruiting services, specializing in: employer branding, candidate sourcing, screenings & assessments, interview scheduling, background checks, onboarding, and applicant tracking system management.

If you think we could have a win/win partnership, please contact us.

Industry
HR & Recruiting
Company Size
51-200 employees
Headquarters
Solana Beach, CA
Year Founded
2016
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