Financial Planning Specialist
18 hours ago
Salary: $60,000 - $80,000 per year, depending on experience and qualifications.
Job Description: As a Wealth Advisor, you will be responsible for preparing, presenting, and implementing customized financial plans for clients. You will also assist clients with annuities, life, long-term care, and managed money. Additionally, you will provide financial planning advice, including investment, insurance, and retirement options.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Minimum Requirements:
- College degree preferred
- 2+ years of financial service experience required
- Series 65 and Life and Health required
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite
- Experience with CRM preferred
Position Responsibilities:
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Assist main Advisor with meeting individual and team goals
Benefits: At Summers Agency & Quility, we offer a competitive salary and benefits package, including opportunities for professional growth and development.
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