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H&R Block Financial Advisors is a diversified financial services company dedicated to helping our clients work toward achieving their financial objectives by serving as their financial partner. If you have a Series 7 and 63 license, financial services experience, and would like to explore a career with H&R Block Financial Advisors, please submit your resume'. We look forward to hearing from you!
JOB SUMMARY
The TEAM Program is intended for individuals seeking to gain hands-on experience through a partnership with an established HRBFA Financial Advisor. The primary responsibility of the Junior Partner will be to help strengthen existing client relationships, develop new client relationships and gather assets to build the Senior Partner’s existing book of business, as well as develop new business for the team. Junior Partners will be presented with a training curriculum that is intended to give a broad overview of the Financial Services business. The objective is to work directly with your Senior Partner as a member of a team to develop long-term, advice-based relationships with HRBFA clients.
QUALIFICATIONS
- Education: BA in Business preferred. Equivalent experience is acceptable.
- Licenses Required: Series 7 and 63.
- Strong communications and presentation skills (both written and verbal).
- Preferred proficiency in Microsoft Office (Outlook, Excel, Word, and Power Point).
- Proven customer service skills.
H&R Block Financial Advisors Inc.,
Member NYSE & SIPC
Equal Opportunity Employer |
