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Financial Advisor

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TAYLOR RETIREMENT SERVICES INC

2021-12-03 07:34:18

Job location Harrisburg, Pennsylvania, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Financial Advisor - Harrisburg, PA

Our successful and growing financial services firm in Harrisburg, PA, is seeking an advisor to assist in servicing and managing our existing client accounts with opportunities for additional sales and referrals. No outside prospecting is required. This is an excellent position for a candidate who seeks to grow their knowledge, experience, and income. We utilize a team-based strategy to increase opportunities and compensation, as well as mentorship for accelerated advancement.

Requirements:

• College degree preferred

• 2 + years of financial services experience

• PA Life, Annuity, Health Insurance License, Series 65 or equivalent (CFP, ChFC, Series 7 & 66)

• Strong verbal and written communication skill

• Strong prioritization and organization skills

• Self- starter with the ability to work independently

• Team Player willing to take initiative and help when needed

• Ability to learn and implement concepts and strategies

• Be reliable, punctual, and consistent

• Experience with MS Office Suite (Outlook, Excel, Word & PowerPoint)

Responsibilities:


  • Communicating with existing clients through meetings, phone calls and emails.
  • Prepare for and meet with existing clients for account reviews
  • Provide clients with holistic style financial planning advice, utilizing a variety of financial and insurance strategies
  • Cultivating existing relationships with clients to find additional opportunities and generate referrals.

Presented by Advisor Employee Services

Thank you for your interest in the Financial 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!

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