Associate Financial Advisor
3 weeks ago
Associate 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 in Tyler, TX is seeking to add an Associate Advisor to our Team
This Associate 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; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Minimum Requirements:
- College degree preferred
- 2+ years of financial service experience required
- Series 65 and Life and Health preferred
- 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
Position Responsibilities:
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Assist main Advisor with meeting individual and team goals
Salary
- 75-90k Based on Experience
Benefits – You Bet
- Health Insurance – 50% cost covered
- PTO – 1 week – accrues over time
Hours
- Monday – Friday
- 8:30 AM – 5:30 PM
Presented by Advisor Employee Services
Thank you for your interest in the Associate Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, 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. 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
-
Associate Financial Advisor
1 month ago
Tyler, United States Advisor Employee Services Full timeAssociate AdvisorAre 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...
-
Associate Financial Advisor
1 month ago
Tyler, United States Advisor Employee Services Full timeAssociate 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...
-
Associate Financial Advisor
6 days ago
Tyler, United States Advisor Employee Services Full timeAssociate AdvisorAre 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...
-
Associate Financial Advisor
6 days ago
Tyler, United States Advisor Employee Services Full timeAssociate AdvisorAre 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...
-
Associate Financial Advisor
15 hours ago
Tyler, United States Advisor Employee Services Full timeAssociate 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...
-
Associate Financial Advisor
13 hours ago
Tyler, United States Advisor Employee Services Full timeAssociate AdvisorAre 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...
-
Associate Financial Advisor
2 days ago
Tyler, United States Advisor Employee Services Full timeAssociate AdvisorAre 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...
-
Associate Financial Planner
1 month ago
Tyler, United States The Holloway Partnership Full timeJob DescriptionJob DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...
-
Associate Financial Planner
1 day ago
Tyler, United States The Holloway Partnership Full timeJob DescriptionJob DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a...
-
Client Service Advisor
1 month ago
Tyler, United States Wealth Planning Advisors, Inc. Full timeJob DescriptionJob DescriptionA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be...
-
Client Service Advisor
2 days ago
Tyler, United States Wealth Planning Advisors, Inc. Full timeJob DescriptionJob DescriptionA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be...
-
Client Service Advisor
1 month ago
Tyler, United States Wealth Planning Advisors Full timeA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be integral to the growth of our...
-
Client Service Advisor
2 months ago
Tyler, United States Wealth Planning Advisors Full timeA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be integral to the growth of our...
-
Client Service Advisor
1 month ago
Tyler, United States Wealth Planning Advisors Full timeA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be integral to the growth of our...
-
Client Service Advisor
13 hours ago
Tyler, United States Wealth Planning Advisors Full timeA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be integral to the growth of our...
-
Client Service Advisor
2 days ago
Tyler, United States Wealth Planning Advisors Full timeA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all that we do. The Client Service Advisor will be integral to the growth of our...
-
Client Associate
1 week ago
Tyler, United States UBS Full timeYour role • provide best-in-class client experience through active communication, anticipation and fulfillment of needs, exceptional attention to detail, and quick inquiry resolution • onboard and maintain client accounts, optimize operational efficiencies, process incoming/outgoing wires and charitable gifts, cash management, and key information...
-
Nissan Service Advisor
3 weeks ago
Tyler, United States Peltier Full timeJob DescriptionJob DescriptionService Advisor – AutomotiveWe need a Experienced Service Advisor who is an expert in the art and science of customer service. Must be able to greet guests, schedule appointments and act as a liaison between customers and service techs. If you can make customers feel welcome and confident that their needs are being met, then...
-
Express Service Advisor
3 weeks ago
Tyler, United States Peltier Full timeJob DescriptionJob DescriptionExpress Service Advisor – AutomotiveWe need a Service Advisor who is an expert in the art and science of customer service. Must be able to greet guests, schedule appointments and act as a liaison between customers and service techs. If you can make customers feel welcome and confident that their needs are being met, then our...
-
Nissan Service Advisor
2 days ago
Tyler, United States Peltier Full timeJob DescriptionJob DescriptionService Advisor – AutomotiveWe need a Experienced Service Advisor who is an expert in the art and science of customer service. Must be able to greet guests, schedule appointments and act as a liaison between customers and service techs. If you can make customers feel welcome and confident that their needs are being met, then...