What are the responsibilities and job description for the Lead Financial Advisor - Financial Firm - Tacoma, WA position at Advisor Employee Services?
Lead Financial Advisor
Are you looking to join an independently owned firm where you can have the support to grow your book of business and clientele? Do you currently work for a company that is not a good long-term fit? Are you a half step away from wanting to break out and start your own business but aren’t sure if you want to take on that endeavor yourself?
If this sounds like you and your situation, come and talk with us. We are looking for a self-motivated, customer focused individual who enjoys working closely with clients and developing long-term relationships, we would like to talk to you!
Our established financial service firm, Puget Sound Financial Strategies, in Tacoma, WA is seeking to add a Lead Financial Advisor to our Team! Come sit with us and let’s talk about your future; we might be a great fit for you and your growing book of business!
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Minimum Requirements:
- College degree preferred
- 5 years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- Have a current transferable book of business
- 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:
- $70,000-$80,000
Commission:
- Based on experience and existing book size
Benefits:
- Simple IRA w/ company match at 6 months employment
- Time off when needed
- Fun company events to be attended by you and your family!
- All training (including travel) to be paid by the company
Hours:
- Monday – Friday, 9am-5pm
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 (https://aesplacement.com/) 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.
Salary : $70,000 - $80,000
