Associate Advisor

Job Description:

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability.

The Central Advisor is part of a centralized team that directly manages a defined portfolio of clients. Interactions will largely be remote through telephone and electronic communications for sales and servicing. Travel between 7 office locations along the Wasatch Front will also be required for some in-person meetings. This position conducts annual reviews, proactively follows through with sales opportunities while providing superior client service.

Licenses for both Series 65 and Life & Health are mandatory to complete the duties of the role.

Duties include, but are not limited to:

• Conduct regular client annual reviews
• Execute client service and transaction requests with efficiency and exactness
• Achieve set production levels through identifying and onboarding off-held assets with clients
• Continually improve the clients’ retirement plans utilizing The B.O.S.S. Retirement Blueprint
• Ensuring all aspects of client retirement plans are executed
• Growing the portfolio of clients through asking for and meeting with referrals

• Federal taxes relating to Roth Conversions
• Social Security
• Annuities
• Securities and portfolio management
• Excellent customer service
• Proficient in Microsoft Office
• Have an understanding of Mac IOS
• Experience with CRM preferred, not required
• Excellent written and verbal communication skills

• Bachelor’s degree preferred
• 2 + years of financial services experience with an emphasis in customer service
• Utah Life and Health Licensed required
• Series 65 required (or equivalent)

* This position starts at a base salary of $70,000/year with commissions.

Equal Opportunity Employer M/F/D/V