Financial Services Professional

6 days ago


Phoenix, Arizona, United States Advisor Employee Services Full time
Financial Advisor Role

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
Requirements:
  • 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)
Benefits:
  • 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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