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Wealth Advisor

The Walt Disney Company

California, United States (On-site)

Wealth Advisor

1 Month ago • 3 Years + • Finance

About the job

2 skills required for this role

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microsoft-office

conflict-resolution

Job Description

The Wealth Advisor is responsible for meeting with clients to assess their financial needs, developing financial goals and plans, and advising on suitable financial products (insurance and investments). Responsibilities include collecting and analyzing client financial information, determining financial goals, advising on product advantages/disadvantages, preparing financial plans and portfolios, working with Client Service Associates, marketing financial products, building branch relations, improving business and client service, and planning future client interactions. The role also involves researching new products and keeping up with economic data.

Must have:

3+ years relevant experience
Series 7, 63, and 65/66 licenses
State Insurance License
Proficient in Microsoft Office Suite
Financial planning expertise
Independent decision-making
Strong communication skills

Good to have:

CFPL
PL Client Works
Goldmine

Perks:

Commissions
Bonus
Long-term incentives
Full range of benefits

Job Summary:

Responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, then developing financial goals and creating financial plans to assist them in meeting their goals.

Principal Responsibilities

Meets with clients and prospects. Collects and analyzes information regarding the members’ income, assets, investments or debts. Determines financial goals with the members. Ascertains which financial products best meet the members’ needs and financial circumstances in order to achieve those goals. After careful consideration, advises the member regarding the advantages and disadvantages of different financial products, including insurance and investment products.
Prepares for client meetings, creates financial plans, and creates portfolios.
Works on the business with the Client Service Associate (CSA) (where applicable). Markets the Partners financial products, builds branch relations, determines ways to improve business and client service, and plans for future client interactions (client appreciation, client lunches, seminars, etc.)
Researches new products, keeps up with economic data.

Required Qualifications

Minimum 3 years relevant work experience
Series 7
Series 63 and 65 or 66
State Insurance License
Microsoft Office Suite
Financial Services experience
Experience in personal finance planning
Independent Decision Making
Influence and Negotiation
Good Judgment, Problem Solving Skills
Flexibility
Work, Think and Act Independently
Initiative
Organized / Good Time Manager
Responsibility
Relationship Building
Ability to work on multiple projects at one time
Detail-oriented
Goal-oriented
Passion for learning
Teamwork
Analytical
Basic Math
Conflict Resolution
Customer Service
Interpersonal
Phone Skills
Reading
Sales
Verbal and Written Communication

Preferred Qualifications

CFP
LPL Client Works
Goldmine

Compensation Note

In addition to base pay listed below, this role is eligible for commissions.

The hiring base for CA is $62,400.00 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units could be part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

View Full Job Description

$62.4K/yr (Outscal est.)

$62.4K/yr avg.

Anaheim, California, United States

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About The Company

The Walt Disney Company

1008 Active Jobs

From classic animated features and exhilarating theme park attractions to cutting edge sports coverage, and the hottest shows on television, The Walt Disney Company has been making magic since 1923, creating unforgettable stories that connect with audiences around the world. And we’re just getting started!

The key to our success…. The Cast, Crew, Imagineers and Employees who honor Disney’s rich legacy by stretching the bounds of imagination to create the never-before-seen, bringing unparalleled entertainment experiences to people of all ages. Begin a career that delivers unparalleled creative content and experiences to audiences around the world and just imagine the stories you could be part of…

What is #LifeAtDisney like? It’s a series of magical moments with cast members and employees developing and telling our stories in the most innovative ways. Whether it’s a day spent as a Disney VoluntEAR, or celebrating the release of a new interactive experience, retail product or movie, our days are filled with the knowledge that we are creating entertainment experiences the whole family can enjoy. Follow @DisneyCareers on Facebook, Twitter and Instagram for a peek behind-the-curtain, and discover how you could connect to a world of stories with Disney!