What are the responsibilities and job description for the Client Advisor position at Career 1 Source?

Job Description

Client Advisor

Are you ready to step into a role where your career and passion for building relationships can thrive? This opportunity allows you to be a part of a well-established financial institution known for its great reputation, expansive referral network, and strong support structure. Step into an existing book of business, enjoy a collaborative and resourceful team environment, and leverage top-tier resources without the high-pressure sales atmosphere. Compensation and benefits are strong and benefits and work life balance are second to none. Contact us today!

What's in it for you?

Established Foundation : Step into an existing book of business with a huge referral network to boost your success.
Supportive Environment : Thrive in a collaborative team that values relationship-building over high-pressure sales.
Exceptional Benefits : Enjoy a comprehensive benefits package that ensures your well-being and security.
Opportunities to Entertain : Showcase your creativity and foster client relationships with ample support for entertaining efforts.
Professional Growth : Work with a company known for its excellent reputation and supportive resources to enhance your career trajectory.

This role will be responsible for :

Building and managing relationships with high-value clients by providing comprehensive wealth management services.

Quarterbacking a team who will advise clients across their full financial portfolio, including investment selection, retirement planning, and debt management.

Expanding existing relationships and developing new business opportunities through internal referrals and community engagement.

Collaborating with internal teams and external professionals, such as attorneys, CPAs, and brokers, to address client needs.

Representing the organization in community activities to enhance its reputation and generate business growth.

Expectations will include :

Demonstrating exceptional needs-based selling and servicing skills to deliver tailored financial solutions.

Maintaining a high level of compliance and adhering to industry regulations.

Engaging with internal business units to deepen client relationships and promote cross-functional success.

Traveling locally as needed to meet with clients and attend networking events.

Upholding strict confidentiality standards and performing duties aligned with the organization's values.

A qualified candidate will possess the following :

A Bachelor's degree and at least 5 years of experience in financial services, with primary responsibilities in business development and client service.

Strong knowledge of industry regulations and trends.

Excellent oral and written communication skills, coupled with sound judgment and problem-solving abilities.

Professional designations such as CFP® or other relevant certifications are highly desired.

A proactive approach to networking and relationship-building within the community.

Compensation : Compensation will include a base salary and incentive compensation with all-in compensation uncapped and starting above $120k

Benefits : Full and very competitive

Desired Location : Wichita, KS

Join a team where your expertise is valued, your success is supported, and your professional growth is celebrated. Take the next step in your career with this dynamic opportunity.

Candidates must be eligible to work in the US as well as meet the qualifications listed above in order to be considered for the Client Advisor job.

Salary : $120,000

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