[Remote] Financial Advisor - Remote (Pennsylvania)

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.ResponsibilitiesBuild trust with clients by understanding their financial needs, goals, and risk toleranceDevelop and present customized financial plans, collaborating with internal teams as neededDeliver an exceptional client experience through ongoing communication and serviceMeet with clients regularly to review progress and ensure investment alignment with evolving needsAdvise clients on a full spectrum of wealth management strategies, including asset allocation, investment management, and estate planningServe as a resource for clients with complex financial planning needs and retirement plan considerationsStay informed on best investment solutions to present to clientsDevelop leads through various channels including: utilizing OneDigital’s Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referralsConvert leads into wealth management clients by effectively advancing them through the sales pipelineCollaborate with the service team on client onboarding and ongoing service activitiesSupport business development efforts through events, campaigns, and prospect meetingsDocument client interactions and lead generation activities using the CRM systemGenerate revenue through successful sales activitiesSkillsMust be eligible to work in the United States without the need for work visa or residency sponsorshipProven track record of exceeding sales goalsStrong understanding of financial planning principles, investment strategies, and relevant regulationsExcellent communication, presentation, and interpersonal skillsAbility to work and make decisions independentlyProficiency with Microsoft Office Suite (Word, Excel, and PowerPoint)Demonstrated discipline maintaining sales pipeline and client information in a CRM, Salesforce preferredProven success with multi-tasking and managing priorities effectivelyAbility to adapt to a rapidly changing business and technology environmentContinual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clientsMust be able to maintain confidentiality of highly sensitive client information, including personnel and financial dataRegular and predictable attendance is requiredBusiness travel up to 25%Must be licensed to allow registration as an IAR of OneDigital Investment Advisors2+ years of financial advisory experience requiredBachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan salesMust 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 preferred2 – 5 years of industry related sales experience preferredExperience with financial planning software, MoneyGuidePro preferredBenefitsVariable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performanceEligible employees health, wellbeing, retirement, and other financial benefitsPaid time offOvertime pay for non-exempt employeesRobust learning and development programsReimbursement of job-related expenses per the company policyEmployee perks and discountsCompany OverviewOneDigital 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.