Financial Advisor

2 weeks ago

San Jose, CA, United States Advisor Employee Services Full time
Financial Advisor

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you Our well established and growing financial firm, NIM Retirement Group in San Jose, CA is seeking to add an Financial Advisor to our Team

This Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medical, income, investment and legacy. Making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars and company events.

This role will have a 6 months to 2 years path of becoming a lead advisor.

Key Traits:
  • Strong initiative
  • Positive attitude
  • Persistence
  • Quick learner
  • An entrepreneurial perspective to build client base
  • Persuasive ability
Minimum Requirements:
  • 2+ years of financial service experience required
  • Series 65 and Life and Health required
  • Strong organizational, prioritization, interpersonal skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite
  • Experience with CRM preferred
Position Responsibilities:
  • Analyze, prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care, and managed portfolio
  • Develop, manage, and retain strong client relationships
  • Assist main Advisor with meeting individual and team goals
  • Learn and grow into lead advisor or relationship advisor to have a long last career in the firm
Salary
  • $90,000-$120,000
Lead Advisor when promoted salary range on average $300,000 - $400,000

Benefits
  • Full medical benefits after probation
Hours
  • M-F 9am-6pm


Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

Pay Range: $90,000 - $120,000 per year

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