Note: The job is a remote job and is open to candidates in USA. OneDigital is an investment advisory firm focused on helping clients achieve their financial goals. The Financial Advisor role involves evaluating clients' financial needs, providing tailored advice, and supporting business development efforts through client interactions and financial analysis.
Responsibilities
- Build trust with clients by understanding their financial needs, goals, and risk tolerance
- Develop and present customized financial plans, collaborating with internal teams as needed
- Deliver an exceptional client experience through ongoing communication and service
- Meet with clients regularly to review progress and ensure investment alignment with evolving needs
- Advise clients on a full spectrum of wealth management strategies, including asset allocation, investment management, and estate planning
- Serve as a resource for clients with complex financial planning needs and retirement plan considerations
- Stay informed on best investment solutions to present to clients
- Develop leads through various channels including: utilizing OneDigital’s Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals
- Convert leads into wealth management clients by effectively advancing them through the sales pipeline
- Collaborate with the service team on client onboarding and ongoing service activities
- Support business development efforts through events, campaigns, and prospect meetings
- Document client interactions and lead generation activities using the CRM system
- Generate revenue through successful sales activities
Skills
- Must be eligible to work in the United States without the need for work visa or residency sponsorship
- Proven track record of exceeding sales goals
- Strong understanding of financial planning principles, investment strategies, and relevant regulations
- Excellent communication, presentation, and interpersonal skills
- Ability to work and make decisions independently
- Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)
- Demonstrated discipline maintaining sales pipeline and client information in a CRM, Salesforce preferred
- Proven success with multi-tasking and managing priorities effectively
- Ability to adapt to a rapidly changing business and technology environment
- Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients
- Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data
- Regular and predictable attendance is required
- Business travel up to 25%
- Must be licensed to allow registration as an IAR of OneDigital Investment Advisors
- 2+ years of financial advisory experience required
- Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales
- Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire. CFP or desired to obtain is preferred
- 2 – 5 years of industry related sales experience preferred
- Experience with financial planning software, MoneyGuidePro preferred
Benefits
- Variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance
- Eligible employees health, wellbeing, retirement, and other financial benefits
- Paid time off
- Overtime pay for non-exempt employees
- Robust learning and development programs
- Reimbursement of job-related expenses per the company policy
- Employee perks and discounts
Company Overview
OneDigital is focused exclusively on employee benefits. It was founded in 2000, and is headquartered in Atlanta, Georgia, USA, with a workforce of 5001-10000 employees. Its website is https://www.onedigital.com.