Financial Advisor

Job Description

The Lead Lead Financial Advisor

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

3+ years of financial services experience with an emphasis on sales

Life and Health Licensed; Series 65

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

Full-time