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Role Summary:
Dozen Diamonds (DD) is seeking entrepreneurial and client-focused Financial Advisors (FAs) to partner with us in reshaping the financial advisory landscape. This role offers a unique opportunity to earn competitive incentives while promoting DD's innovative programs that enhance client financial outcomes.
Key Responsibilities:
Onboard clients to DD's platform, showcasing its benefits and unique financial strategies.
Promote DD's customer-focused programs, including loss recovery, AUM growth, and white-label solutions.
Build and maintain strong relationships with clients to foster trust and long-term engagement.
Collaborate with DD to implement strategies for improved client retention and satisfaction.
Act as a liaison between clients and DD, ensuring seamless communication and support.
Contribute to business growth through referrals and network expansion.
Qualifications:
Bachelor's degree in finance, Economics, Business, or related fields.
Minimum of 3 years of experience in financial advisory or wealth management.
Strong understanding of financial markets and investment strategies.
Excellent interpersonal and communication skills to build lasting client relationships.
Relevant certifications (e.g., CFP, CFA) are a plus but not mandatory.
Compensation Structure:
This is an incentive-based role, offering competitive earnings tied directly to performance:
Revenue-sharing opportunities from client onboarding and retention.
Equity participation in select DD programs based on client contributions.
Additional rewards for meeting and exceeding key performance indicators.
Benefits:
Access to DD's cutting-edge financial platform and exclusive programs.
Flexibility to work independently and manage your own time.
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Date Posted: 17/11/2024
Job ID: 100613085