Advisor Employee Services
Financial Advisor - Financial Firm - Phoenix, AZ
Advisor Employee Services, Phoenix, Arizona, United States, 85003
Financial Advisor
Are you looking to expand your career and 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, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the 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 - including introducing the main Advisor.
Key Traits:Strong initiativePositive attitudeAbility to market to local clientsPersistenceAn entrepreneurial perspective to build client basePersuasive abilityMinimum Requirements:
College degree preferred3+ years of financial services experience with an emphasis on salesLife 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)Experience with Redtail/CRM preferred, but not requiredResponsibilities:
Prepare, present, and implement customized financial plansAssist clients with annuities, life, long-term care, and managing moneyProvide financial planning advice to include investment, insurance, and retirementDevelop, manage, and retain strong client relationshipsAssist the main Advisor with meeting individual and team goalsHours
M-F: 9 am - 5 pmSeminars 3 per monthSalary:
TBDBenefits:
Health Insurance401(k)PTO
Presented by Advisor Employee Service s 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 that 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 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, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the 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 - including introducing the main Advisor.
Key Traits:Strong initiativePositive attitudeAbility to market to local clientsPersistenceAn entrepreneurial perspective to build client basePersuasive abilityMinimum Requirements:
College degree preferred3+ years of financial services experience with an emphasis on salesLife 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)Experience with Redtail/CRM preferred, but not requiredResponsibilities:
Prepare, present, and implement customized financial plansAssist clients with annuities, life, long-term care, and managing moneyProvide financial planning advice to include investment, insurance, and retirementDevelop, manage, and retain strong client relationshipsAssist the main Advisor with meeting individual and team goalsHours
M-F: 9 am - 5 pmSeminars 3 per monthSalary:
TBDBenefits:
Health Insurance401(k)PTO
Presented by Advisor Employee Service s 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 that 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!