Senior Financial Advisor
2 weeks ago
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
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