Lead Financial Advisor

5 hours ago


Tacoma WA USA, United States Advisor Employee Services Full time
Lead Advisor Opportunity

We are seeking a highly motivated and experienced Lead Advisor to join our team at Advisor Employee Services. As a Lead Advisor, you will be responsible for providing exceptional financial planning and advisory services to our clients, while also building and maintaining strong relationships with them.

Key Responsibilities:
  • Develop and implement customized financial plans for clients
  • Assist clients with annuities, life, long-term care, and managed money
  • Provide financial planning advice on investment, insurance, and retirement
  • Build and maintain strong client relationships
  • Assist the main Advisor with meeting individual and team goals
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
Benefits:
  • Simple IRA with company match at 6 months employment
  • Time off when needed
  • Fun company events to be attended by you and your family
  • All training, including travel, to be paid by the company
Salary:
  • $70,000-$80,000
  • Commission structure to be negotiated

We are a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs. If you feel that you have the skills and experience required for this role, please apply today.



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