What are the responsibilities and job description for the Wealth Management Advisor position at Advisor Employee Services?
Senior Financial Advisor
\We are seeking a motivated and skilled Senior Financial Advisor to join our successful team at our office in Hingham, MA. The ideal candidate will be a seasoned professional with a proven track record of success in the financial industry.
\The Senior Financial Advisor 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 preparing, presenting, and implementing customized financial plans, assisting clients with annuities, life, long-term care, and managed money, and providing financial planning advice to include investment, insurance, and retirement.
\Key Qualifications:
\- 5 years of financial services experience with an emphasis on sales
- 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:
\- Meet with clients to discuss their financial needs and goals
- Develop 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
Work Environment:
\- Office environment with some evening and weekend work required
