Wealth Advisors are responsible for meeting and consulting with clients to assess their financial planning needs. They review financial information, develop financial goals, and create financial plans to help clients achieve their goals.  Wealth Advisors advise clients on various financial products, including insurance and investment products, considering the advantages and disadvantages of each. They also prepare for client meetings, create financial plans and portfolios, and research new products.  This role involves working closely with clients, understanding their financial circumstances, and developing tailored solutions.  Wealth Advisors are expected to have strong analytical skills, a passion for learning, and excellent communication and interpersonal skills.

From classic animated features and exhilarating theme park attractions to cutting edge sports coverage, and the hottest shows on television, The Walt Disney Company has been making magic since 1923, creating unforgettable stories that connect with audiences around the world. And we’re just getting started!The key to our success…. The Cast, Crew, Imagineers and Employees who honor Disney’s rich legacy by stretching the bounds of imagination to create the never-before-seen, bringing unparalleled entertainment experiences to people of all ages. Begin a career that delivers unparalleled creative content and experiences to audiences around the world and just imagine the stories you could be part of…What is #LifeAtDisney like? It’s a series of magical moments with cast members and employees developing and telling our stories in the most innovative ways. Whether it’s a day spent as a Disney VoluntEAR, or celebrating the release of a new interactive experience, retail product or movie, our days are filled with the knowledge that we are creating entertainment experiences the whole family can enjoy. Follow @DisneyCareers on Facebook, Twitter and Instagram for a peek behind-the-curtain, and discover how you could connect to a world of stories with Disney!

The Walt Disney Company

Supervising Producer - Unannounced Kids CG Series

Facility Designer

Electrical Engineer

Production Workflow Manager

Senior Low Voltage Electrical Engineer

Senior Civil Engineer

Technical Animator

Associate Animation Supervisor

Technical Inspector

Electrical Inspector

<div class="ats-description">
 <h4>Job Summary:</h4> 
 <div class="additional-field-value-razor">Responsible for meeting and consulting with members to assess their financial planning needs by reviewing their financial information, then developing financial goals and creating financial plans to assist them in meeting their goals.Principal Responsibilities<ul><li>Meets with clients and prospects. Collects and analyzes information regarding the members’ income, assets, investments or debts. Determines financial goals with the members. Ascertains which financial products best meet the members’ needs and financial circumstances in order to achieve those goals.&nbsp; After careful consideration, advises the member regarding the advantages and disadvantages of different financial products, including insurance and investment products.&nbsp;</li><li>Prepares for client meetings, creates financial plans, and creates portfolios.</li><li>Works on the business with the Client Service Associate (CSA) (where applicable).&nbsp; Markets the Partners financial products, builds branch relations, determines ways to improve business and client service, and plans for future client interactions (client appreciation, client lunches, seminars, etc.)</li><li>Researches new products, keeps up with economic data.</li></ul>Required Qualifications<ul><li>Minimum 3 years relevant work experience</li><li>Series 7</li><li>Series 63 and 65 or 66</li><li>State Insurance License</li><li>Microsoft Office Suite</li><li>Financial Services experience</li><li>Experience in personal finance planning</li><li>Independent Decision Making</li><li>Influence and Negotiation</li><li>Good Judgment, Problem Solving Skills</li><li>Flexibility</li><li>Work, Think and Act Independently</li><li>Initiative</li><li>Organized / Good Time Manager</li><li>Responsibility</li><li>Relationship Building</li><li>Ability to work on multiple projects at one time</li><li>Detail-oriented</li><li>Goal-oriented</li><li>Passion for learning</li><li>Teamwork</li><li>Analytical</li><li>Basic Math</li><li>Conflict Resolution</li><li>Customer Service</li><li>Interpersonal</li><li>Phone Skills</li><li>Reading</li><li>Sales</li><li>Verbal and Written Communication</li></ul>Preferred Qualifications<ul><li>CFP</li><li>LPL Client Works</li><li>Goldmine</li></ul>Compensation Note: In addition to base pay listed below, this role is eligible for commissions. The hiring base for CA is $62,400.00 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units could be part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.</div>
 
 
 
 
 
 
 </div>

Wealth Advisor