Lead Associate Financial Advisor
About The Position
Our culture supports an open mindset, curiosity, independent quests for knowledge and shared learning directed towards the mission and goals of the organization. Our actions are guided by our core values of Personal Responsibility, Personal and Professional Growth, Feedback Rich, Generosity and Faith. We are catalysts inspiring our community to plan for tomorrow while living for today. One person, one family, one business at a time. The Lead Associate Financial Advisor will be responsible for growing and managing client relationships, assisting with preparing, and presenting financial plans and recommendations for our clients. This role will collaborate with the Financial Advisor to create and implement a seamless client experience of financial planning.
Requirements
- Obtain Life and Health license within 90 days of employment
- Strong analytical, problem solving, written and verbal communication skills
- Ability to proactively identify what needs to be accomplished and act
- Ability to work both independently and on a team
- Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
- Committed to professional growth and development, independent learner that seeks knowledge
Nice To Haves
- 2+ years of financial industry experience preferred
- Series 6 and/or 7 licensing preferred (or at least obtained within 6-12 months of employment)
Responsibilities
- Maintain Financial Advisor’s calendar – schedule and confirm appointments with existing clients
- Coordinate meetings for self and lead advisor
- Schedule and conduct review meetings with existing clients
- Prequalify prospects based on predetermined criteria
- Serve as a secondary point of contact for clients by presenting financial plans and identifying changes in their financial lives and needs that should be met
- Aid in client meetings by making presentations, taking notes, completing dictation, and building client relationships
- Ultimately help to continue servicing existing clients, helping to attract new clients, and impacting sales goals
Benefits
- Health, Vision, & Dental Insurance
- Short Term Disability
- PTO + Holiday Pay
- Industry licensing and continuing education expenses
- Personal and professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
