Financial Services Professional
1 week ago
Advisor Employee Services, a consulting firm, is seeking a Financial Advisor to join their team. The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to build long-term relationships with clients.
This position will involve working closely with the advisory team to manage client relationships, execute trades, and develop financial plans. The successful candidate will be responsible for providing superior customer service, meeting with clients to review their financial plans, and identifying sales opportunities.
Key Responsibilities:
- Develop and implement customized financial plans
- Assist clients with annuities, life, and long-term care insurance
- Provide financial planning advice on investments, insurance, and retirement
- Build and maintain strong client relationships
- Assist the main Advisor in meeting individual and team goals
- College degree preferred
- 2+ years of financial service experience required
- Series 65 and Life and Health licenses required
- Strong organizational, prioritization, and interpersonal skills
- Excellent communication and mathematical skills
- Proficient with MS Office Suite
- Experience with CRM, Orion, and Wealthscape preferred
Health Insurance
Dental Insurance
401K
Work Schedule:
Monday - Friday
9:00 AM - 5:00 PM
Presented by Advisor Employee Services
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