Financial Advisor

Join to apply for the Financial Advisor role at Advisor Employee Services

Join to apply for the Financial Advisor role at Advisor Employee Services

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This range is provided by Advisor Employee Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$65,000.00/yr - $70,000.00/yr

Are you looking to expand your career and to be 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, when we would like to talk to you! Our well-established and growing financial firm in Hingham, MA is seeking to add a Financial Advisor to our Team!

The Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals, as well as existing clients. 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.

• Strong initiative
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• 5+ years of financial services experience with an emphasis on sales
• Life and Health Licensed required
• Series 65 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 (Outlook, Excel, Word, and Power Point)
• Experience with Redtail/CRM preferred, but not required

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

Hours:

• 8:30am-4:30pm
• M-F
• Some evenings required for client events
• $65,000-$70,000
• Health insurance
• PTO
• Bonuses based on performance

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  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!

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

• Job function Finance

Referrals increase your chances of interviewing at Advisor Employee Services by 2x

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