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Senior Financial Advisor

4 months ago

Henderson, United States Asset Preservation Wealth & Tax Full time

If you are interested in joining a fast-paced and exciting company with HUGE growth potential, we are the place for you

Senior Fiduciary Advisor

Responsibilities:

  • First and Foremost, MUST be a team player.
  • This NOT a Remote Position. Must be available to work at one of our l

This position is a senior sales position to convert prospective client leads from Live seminar events, Network Television Shows, and Radio Programs into clients. You will be provided leads. There will be no cold calling. We have a dedicated phone room to set appointments for you. All but one of our advisors are making between$200,000 and $450,000 after their year.

We are looking for a highly motivated advisor/salesperson to be a part of a quickly expanding sales team. We have a compensation package that vests you in to your book of business. (This is a unique feature in our industry that is a game changer)

Company

  • In 2024 Asset Preservation will be celebrating our 27th year in business.
  • We are based in Scottsdale, AZ.
  • Currently we have 8 offices nationwide, including two in Nevada (Henderson and Summerlin). We are aggressively growing.

Duties

  • Provide investment advice and recommendations to clients based on their financial goals and risk tolerance
  • Develop and implement comprehensive financial plans for clients, including retirement planning, tax strategies, and estate planning
  • Build and maintain strong relationships with clients to understand their needs and provide ongoing support and guidance

Skills

  • Proven Succesful track record in financial sales. We are looking for killers that are looking to become part of a tight group of Elite Producers.
  • Experience with Equity Index Annuities or willingness to incorporate these products in a financial plan if appropriate
  • Strong knowledge of tax laws and regulations related to investments
  • 5 years minimum Experience in financial services
  • Solid understanding of financial planning principles and practices
  • Familiarity with asset management strategies
  • Excellent customer relationship management skills

Education

  • Bachelors Degree

Licenses and Certifications

  • Series 65, Investment Advisor Representative
  • State of Nevada Life and Health Insurance License
  • CFP preferred but not required