Financial Services Professional
3 days ago
At Advisor Employee Services, we are seeking a highly motivated and experienced Financial Advisor to join our team in Phoenix, AZ.
The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and client relationship building.
Responsibilities will include:
- Preparing and presenting customized financial plans to clients
- Assisting clients with annuities, life, long-term care, and managing money
- Providing financial planning advice on investment, insurance, and retirement
- Developing and managing strong client relationships
- Assisting the main Advisor with meeting individual and team goals
Requirements include:
- 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)
We offer a competitive salary and benefits package, including health insurance, 401(k), and PTO.
If you are a motivated and experienced Financial Advisor looking for a new challenge, please apply today.
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