Lead Financial Consultant

5 days ago


Tacoma, Washington, United States Advisor Employee Services Full time
Lead Financial Advisor Opportunity

We are seeking a highly motivated and experienced Lead Financial Advisor to join our team at Advisor Employee Services. As a Lead 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 managed 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
  • 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



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