What are the responsibilities and job description for the Retirement Income Planner position at Advisor Employee Services?
Financial Services Consultant
\We are seeking a detail-oriented and organized Financial Services Consultant to join our team at our office in Hingham, MA. The ideal candidate will have excellent communication and interpersonal skills and be able to provide top-notch service to clients.
\The Financial Services Consultant will have the opportunity to work closely with existing clients, develop new business opportunities, and participate in public seminars to introduce the main Advisor. Key responsibilities include assisting clients with annuities, life, long-term care, and managed money, preparing and presenting customized financial plans, providing financial planning advice to include investment, insurance, and retirement, and developing and managing client relationships.
\Requirements:
\- 2 years of experience in financial services or a related field
- Life and Health Licensed required
- Series 65 preferred
- 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
Responsibilities:
\- Assist clients with annuities, life, long-term care, and managed money
- Prepare and present customized financial plans
- Provide financial planning advice to include investment, insurance, and retirement
- Develop and manage client relationships
- Assist main Advisor with meeting individual and team goals
