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Financial Consultant

2 months ago


Wichita, Kansas, United States Advisor Employee Services Full time
About the 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 be responsible for providing exceptional customer service and expertise to our clients, developing long-term relationships, and driving business growth.

Key Responsibilities
  • Meet with clients to discuss their financial needs and goals
  • Develop and implement customized financial plans to help clients achieve their objectives
  • Work closely with our team to identify new business opportunities and build relationships with existing clients
  • Stay up-to-date with industry trends and developments to provide expert advice to clients
  • Collaborate with our sales team to identify new business opportunities and drive revenue growth
Requirements
  • Strong initiative and positive attitude
  • Excellent relationship building and communication skills
  • Ability to work independently and as part of a team
  • Strong mathematical and analytical skills
  • Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
  • Experience with CRM preferred, but not required
Benefits
  • Competitive salary range: $80,000-$85,000
  • 10 days PTO
  • 8 paid holidays
  • 100% health insurance premium for individual
  • 7% profit share
  • 3% safe harbor