Senior Financial Consultant
5 days ago
We are seeking a highly skilled and experienced Lead Financial Advisor to join our team at Advisor Employee Services. As a key member of our organization, you will be responsible for providing exceptional financial planning and advisory services to our clients.
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 to include investment, insurance, and retirement
- Develop and manage strong client relationships
- Assist in 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)
- Experience with Redtail/CRM preferred, but not required
- Competitive salary range: $75,000 - $150,000
- Three weeks paid time-off each year
- Additional days off when goals are met
- Flexibility in a non-client facing role
- Retirement plan with company contribution
- Group health insurance plan
- Free lunches and on-site gym
- Mentorship and professional development opportunities
Advisor Employee Services is a consulting firm located in Overland Park, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs. We are committed to providing exceptional service to our clients and employees.
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