Job summary
Job post source
This job is directly from Generation Financial Partners
Job overview
The Financial Advisor role at Generation Financial Partners involves providing financial guidance and developing customized financial plans for clients to help them achieve their goals.
Responsibilities and impact
Daily responsibilities include assessing clients' financial situations, offering advice, and creating tailored financial strategies.
Experience and skills
Essential skills include a strong desire to learn about financial concepts, analytical and problem-solving skills, and effective communication abilities; certification like CFP is a plus but not required.
Company information
Generation Financial Partners is associated with AEGON, focusing on financial advisory services.
Job location and travel
This is a part-time remote role.
Company overview
Generation Financial Partners is a financial services firm specializing in wealth management, retirement planning, and investment advisory services tailored to individual and institutional clients. The company generates revenue through advisory fees, asset management, and financial planning services, emphasizing personalized strategies to meet diverse financial goals. Founded with a mission to provide client-centric solutions, it has built a reputation for trust and expertise in navigating complex financial landscapes. Candidates should note its commitment to innovation and ethical practices, which are central to its operational philosophy.
How to land this job
Tailor your resume to showcase your eagerness to learn about financial concepts and your analytical skills, as these are key attributes for the Financial Advisor role at Generation Financial Partners.
Highlight your effective communication and interpersonal abilities, as these are essential for providing financial guidance and building client relationships.
Apply for the position through multiple platforms, including Generation Financial Partners' corporate site and LinkedIn, to maximize your chances of being seen by hiring managers.
Connect with professionals in the financial advisory division at Generation Financial Partners on LinkedIn to gain insights about the role and express your interest in joining their team.
Potential ice breakers for your outreach could include asking about their experiences at Generation Financial Partners or inquiring about the financial tools they find most effective.
Optimize your resume for ATS systems by including relevant keywords from the job description, such as 'financial guidance,' 'customized financial plans,' and 'financial software' to ensure it passes initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume is tailored, and your networking efforts are effectively managed, allowing you to focus on your job search.
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