Senior Financial Advisor
2 weeks ago
B.O.S.S. Retirement Solutions is seeking a highly skilled Senior Financial Advisor to join our team.
About the Role:
We are looking for a motivated and experienced professional to assist clients with annuities, life insurance, long-term care, and managed portfolios. The ideal candidate will have a Bachelor's Degree and 5+ years of financial services experience, including proficiency in Excel, Microsoft Word, and Database Management.
Responsibilities:
- Help families prepare, present, and implement customized retirement plans (B.O.S.S. Retirement Blueprints)
- Assist clients with financial planning, including investment, insurance, and retirement advice
- Develop and manage strong client relationships
- Meet individual and team goals through following set processes and procedures
- Participate in public seminars to present financial information and/or introduce the presenter
- Attend weekly meetings via zoom
Critical Competencies:
- 100% Accountability - Always takes 100% ownership for results and outcomes
- Strong initiative/Proactive - Act without being told what to do. Generate innovative approaches to problems
- Abundant growth mindset - Possesses determination and commitment to improving self in all areas of life from personal to professional
- Openness to feedback and ideas - Often solicits feedback and reacts calmly to criticism or negative feedback
- Tracking individual progress and performance to meet and surpass minimum expectations
- Persistence - Demonstrates tenacity and willingness to go the distance to get something done
- An entrepreneurial perspective to help families
- Persuasive ability - Compelling communication, asking great questions, and a mastery in the art of selling
- Strong organizational, prioritization, interpersonal, and management skills
- Teamwork - Reaches out to peers & cooperates with supervisors for collaborative working relationships
- Strong mathematical and analytical skills
- Excellent communications skills - Both verbal and written
Requirements:
- Bachelor's Degree required
- 5+ years of financial services experience
- Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS
- Industry knowledge
- State Insurance License - Required
- Series 65 License - Required (or 7/66 combo)
We offer a competitive compensation package and opportunities for growth and development.
Apply now to join our team and take the first step towards a rewarding career in financial services
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