Advisor Employee Services
Financial Advisor - Financial Firm - New Braunfels, TX
Advisor Employee Services, New Braunfels, Texas, United States, 78130
Financial Advisor
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,
Teamwork Financial , in
New Braunfels,
TX , 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.
Key Traits:Strong initiativePositive attitudeAbility to market to local clientsPersistenceAn entrepreneurial perspective to build client basePersuasive abilityMinimum Requirements:
College degree preferred2+ years of financial services experience with an emphasis on sales preferredLife and Health Licensed; Series 65Strong organizational, prioritization, interpersonal, and management skillsStrong mathematical and analytical skillsExcellent communication skills; both verbal and writtenProficient with MS Office Suite (Outlook, Excel, Word, and Power Point)Position Responsibilities:
Prepare, present, and implement customized financial plansAssist clients with annuities, life, long-term care, and managed moneyProvide financial planning advice to include investment, insurance, and retirementDevelop, manage, and retain strong client relationshipsAssist Team with meeting individual and team goalsSalary:
$72,000-$120,000 BOEBenefits:
Health insurance after 30 days401(k) after 90 days3 weeks PTO (sick or vacation time)Hours:
M-TH 8:30am-5:00pmF 8:30am-4:00pmSome evenings required for client events
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!
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,
Teamwork Financial , in
New Braunfels,
TX , 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.
Key Traits:Strong initiativePositive attitudeAbility to market to local clientsPersistenceAn entrepreneurial perspective to build client basePersuasive abilityMinimum Requirements:
College degree preferred2+ years of financial services experience with an emphasis on sales preferredLife and Health Licensed; Series 65Strong organizational, prioritization, interpersonal, and management skillsStrong mathematical and analytical skillsExcellent communication skills; both verbal and writtenProficient with MS Office Suite (Outlook, Excel, Word, and Power Point)Position Responsibilities:
Prepare, present, and implement customized financial plansAssist clients with annuities, life, long-term care, and managed moneyProvide financial planning advice to include investment, insurance, and retirementDevelop, manage, and retain strong client relationshipsAssist Team with meeting individual and team goalsSalary:
$72,000-$120,000 BOEBenefits:
Health insurance after 30 days401(k) after 90 days3 weeks PTO (sick or vacation time)Hours:
M-TH 8:30am-5:00pmF 8:30am-4:00pmSome evenings required for client events
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!