Investment Consultant
2 weeks ago
Wealth Management Advisor
Are you eager to advance your professional journey and contribute to a thriving organization? If you possess a strong drive, self-motivation, and a commitment to client satisfaction, we would like to discuss an exciting opportunity with you. Our reputable financial firm is currently seeking a Wealth Management Advisor to enhance our team.
The Wealth Management Advisor will engage directly with leads generated from seminars and referrals, as well as with existing clientele. Initial responsibilities will include collaborating with the primary Advisor, servicing current clients, making proactive outbound calls to schedule appointments with potential and existing clients, fostering client relationships, and participating in public seminars, including introducing the lead Advisor.
Essential Attributes:
- Proactive mindset
- Optimistic demeanor
- Relationship cultivation
- Determination
- Entrepreneurial mindset for client base development
- Influential communication skills
Required Qualifications:
- Bachelor's Degree preferred
- 3+ years of experience in financial services
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal, and management capabilities
- Robust mathematical and analytical proficiency
- Exceptional verbal and written communication skills
- Proficient in MS Office Suite (Outlook, Excel, Word, and PowerPoint)
- Experience with CRM systems preferred, but not mandatory
Key Responsibilities:
- Design, present, and implement tailored financial strategies
- Assist clients with annuities, life insurance, long-term care, and investment management
- Conduct annual reviews with clients
- Provide comprehensive financial planning advice, including investment, insurance, and retirement strategies
- Develop, manage, and sustain strong client relationships
- Support the primary Advisor in achieving individual and team objectives
Compensation:
- $80,000-$85,000
Benefits Package:
- 10 days of paid time off
- 8 paid holidays
- 100% coverage of health insurance premium for individuals
- 7% profit-sharing
- 3% safe harbor contribution
Presented by Advisor Employee Services Thank you for considering the Wealth Management Advisor position. Advisor Employee Services, a consulting firm, represents top-tier financial advisors across the nation in their hiring needs. We encourage you to explore our services and learn more about our reputable and continuously expanding business model.
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