Financial Advisor

2 weeks ago

Providence, United States Euclid Financial Services Full time
Job DescriptionJob Description

Euclid Financial Services is New England’s go to financial experts. We work with clients in New England and the Midwest, as a leading wealth and insurance advisory firm providing solutions for business, individuals, and retirees. The firm’s only objective is keeping individuals, at the center of all that they do, while fostering a collaborative environment in which everyone can contribute, develop relationships, and further build our communities.

 

EFS has an unfailing weekly flow of new prospects that are seeking retirement clarity which is unique to EFS through “The Retirement Factory” our National Radio Show, TV and Referral Programs. We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction Planning and Legacy Planning for individuals or retirees.

 

EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client’s unique financial situation. While in our corporate office each advisor provides value to the clients through their unique strengths. This collaboration creates a level of synergy not found anywhere else.

 

Being a part of EFS Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you’re a go-getter with a passion for helping others, we’d love to get to know you.

 

Education:

  • Bachelor's (Preferred)
  • Series 65 or Series 66 - Mandatory
  • Health Life Insurance Licenses - Mandatory

 

Responsibilities:

 

  • Work with clients to help them visualize, timeline and plan out financial goals in discovery conversations
  • Assess clients' assets, liabilities, and overall financial conditions in effort to plan their retirement.
  • ·Conduct meetings, semi-annual reviews to ensure client's needs are being met.
  • Clear daily tasks of tracking and reporting, calls and meet company sales expectations. What you can expect from EFS:

You will have consistent support. Whether it’s through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Euclid Financial Services is committed to your success.

 

 

Requirements:

  • Certification or in process of certification in CFP, RICP
  • Ability to work at a high energy level within a team while still delivering quality client experience.
  • Experience in leading client review meetings
  • Experience and ability to bring in new clients after proposals

Benefits:

  • Advisor Salary
  • Qualified Client Appointments
  • Health insurance - Waiting period - Full Time Employees Only
  • 401k
  • Short-Term DI
  • Accident Insurance
  • PTO time
  • Qualified Financial Bonuses
  • Qualified Bonus Corporate Vacations

Company's website:

  • www.euclidfs.com
Company DescriptionEuclid Financial Services has been in business for 20 years, helping people ages 55-70 to and through their entire retirement.Company DescriptionEuclid Financial Services has been in business for 20 years, helping people ages 55-70 to and through their entire retirement.

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