Advisor Employee Services
Lead Financial Advisor - Financial Firm - Tacoma, WA
Advisor Employee Services, Tacoma, Washington, us, 98417
Lead Financial 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!
Puget Sound Financial Strategies
in
Tacoma, WA
is seeking to add Lead Advisor to our Team!
This Lead 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 initiativePositive attitudeAbility to market to local clientsPersistenceAn entrepreneurial perspective to build client basePersuasive abilityMinimum Requirements:
College degree preferred2+ years of financial service experience requiredSeries 65 and Life and Health requiredStrong organizational, prioritization, interpersonal and management skillsStrong mathematical and analytical skillsExcellent communication skills; both verbal and writtenProficient with MS Office SuiteExperience with CRM preferredPosition 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 main Advisor with meeting individual and team goalsSalary:
$70,000-$80,000Commission structure to be negotiatedBenefits:
Simple IRA w/ company match at 6 months employmentTime off when neededFun company events to be attended by you and your family!All training (including travel) to be paid by the companyHours:
Monday - Friday, 9am-5pm
Presented by Advisor Employee Services
Thank you for your interest in the Lead 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 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!
Puget Sound Financial Strategies
in
Tacoma, WA
is seeking to add Lead Advisor to our Team!
This Lead 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 initiativePositive attitudeAbility to market to local clientsPersistenceAn entrepreneurial perspective to build client basePersuasive abilityMinimum Requirements:
College degree preferred2+ years of financial service experience requiredSeries 65 and Life and Health requiredStrong organizational, prioritization, interpersonal and management skillsStrong mathematical and analytical skillsExcellent communication skills; both verbal and writtenProficient with MS Office SuiteExperience with CRM preferredPosition 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 main Advisor with meeting individual and team goalsSalary:
$70,000-$80,000Commission structure to be negotiatedBenefits:
Simple IRA w/ company match at 6 months employmentTime off when neededFun company events to be attended by you and your family!All training (including travel) to be paid by the companyHours:
Monday - Friday, 9am-5pm
Presented by Advisor Employee Services
Thank you for your interest in the Lead 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!