Wealth Advisor

Advisor - Subject Matter Expert Wealth Management

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 virtual sales team is seeking to add a Wealth Advisor to our Team!

This Wealth Advisor will have the opportunity to meet one-on-one with a combination of company leads generated from multiple online and direct mail resources, seminars and your 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 required

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

If you feel this would be a good fit, please schedule a quick phone screen with our recruiting assistant at the link and she can help you set up an interview:

https://calendly.com/faith-sfgsummers/15min