Financial Services Professional
6 days ago
We are seeking a highly motivated and experienced Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.
Key Responsibilities:- Prepare and present customized financial plans to clients
- Assist clients with annuities, life, long-term care, and managing money
- Provide financial planning advice on investment, insurance, and retirement
- Develop and manage strong client relationships
- Assist the main Advisor with meeting individual and team goals
- College degree preferred
- 3+ years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
- Health Insurance
- 401(k)
- PTO
We are a consulting firm representing the top 1% of financial advisors in all 50 states in their hiring needs. If you have the skills and experience required for this role, please apply today.
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