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Form of workFinancial Advisor
Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm located in Houston, Texas is seeking an individual to perform diverse planning and administrative functions. The successful candidate will make an immediate contribution and can see the impact of their work day-to-day. If you are looking for an amazing career opportunity in a fast-paced environment, please apply today!
The below job description outlines the responsibilities of the Financial Advisor.
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.
Key Traits:
Strong initiative
Positive attitude
Ability to market to local clients
Ability to close business
Persistence
An entrepreneurial perspective to build client base
Persuasive ability
Strong work ethic
Minimum Requirements:
College degree preferred
5+ years of financial services experience with an emphasis on sales
CFP or ChFC; Life and Health Licensed; Series 65
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist main Advisor with meeting individual and team goals
Salary and Benefits
$75-100K salary first year plus commissions
Medical, Dental and Vision benefits, 401k, and generous PTO
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!
