Associate Financial Advisor

Job description

Associate 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, then we would like to talk to you! Our well established and growing financial firm in Evansville, WI is seeking to add an Associate Advisor to our Team!

This Associate 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 & existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.

Minimum Requirements:

• College degree preferred

• 3 + years of financial services experience with an emphasis on sales

• Life and Health Licensed; Series 65 strongly preferred

• Strong organizational, prioritization, interpersonal & management skills

• Strong mathematical and analytical skills

• Excellent communications skills; both verbal and written

• Proficient with MS Office Suite (Outlook, Excel, Word & Power point)

• Experience with CRM preferred, but not required

Position Responsibilities:

• Prepare, present and implement customized financial plans

• Assist clients with annuities, life, long-term care & managed money

• Provide financial planning advice to include investment, insurance & retirement

• Develop, manage and retain strong client relationships

• Assist main Advisor with meeting individual and team goals

Key Traits:

• Strong initiative

• Positive attitude

• Ability to market to local clients

• Persistence

• An entrepreneurial perspective to build client base

• Persuasive ability

Presented by Advisor Employee Services

Thank you for your interest in the Associate Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, 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. 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!