What are the responsibilities and job description for the Financial Advisor position at Elevated Financial Management?
Expert Financial Advisor Opportunity
- Key Benefits:
- Pre-qualified Leads: Engage with prospects generated through comprehensive marketing efforts, including radio, TV, workshops, and digital campaigns.
- Comprehensive Support: Benefit from a firm that handles all lead generation, allowing you to focus on client meetings and financial planning.
- Attractive Compensation: Enjoy a substantial base salary complemented by a percentage of revenue-based compensation.
- Collaborative Environment: Work alongside a dedicated team committed to providing exceptional client experiences.
Job Responsibilities:
- Meet with pre-scheduled prospects to assess their financial needs.
- Develop and present retirement planning solutions, focusing on Assets Under Management (AUM) and Fixed Indexed Annuities (FIAs).
- Educate clients on investment strategies and retirement income planning.
- Build and maintain strong, long-term client relationships.
Requirements:
- Life Insurance License and Series 65 (or equivalent).
- Minimum of 3 years' experience in financial advisory or retirement planning.
- Proven ability to close business and convert prospects into clients.
- Strong knowledge of retirement planning, annuities, and tax-efficient investment strategies.
- Exceptional interpersonal and communication skills.
Advance your career as a full-time Financial Advisor in Renton, WA. Enjoy a supportive and growth-oriented environment where you can impact clients' financial futures significantly.
