Financial Advisor
Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, when we would like to talk to you! Strategic Wealth Designers in Cincinnati, OH is seeking to add a Financial Advisor to our Team!
The Financial Advisor will serve as a relationship manager for an existing group of clients and will work alongside the Lead Advisor in the market to provide advice and guidance to help clients achieve their goals. They will be expected to follow through consistently in all efforts, build relationships with prospects and clients, and help prepare for client appointments.
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Minimum Requirements:
• 4-year degree in Accounting, Finance or related field
• Series 65/66 or 63 with Life & Health Licenses
• 2-7 years in financial services offering investment management and insurance services
• Strong experience with MS Office and the ability to learn new software quickly
• Excellent written and verbal communications skills both in person and via phone
• Proactive mentality, positive attitude and consistent follow through
• Highly intelligent, strong organizational skills and attention to detail
• Ability to work independently with good time management and critical thinking skills
Position Responsibilities:
* Interact professionally with clients by phone and/or in person to update the client’s profile and financial situation/needs
• Complete service requests, resolve client issues and keep CRM updated by entering detailed notes
• Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs
• Meets production targets that impact overall company revenue goals.
• Prepare client reports and review summary for upcoming appointments
• Assist with client reports, mailings and in setting client appointments
• Assist with New Business processing & review documents prior to submission
• Additional tasks as assigned by management
Salary Range:
Benefits:
- Medical paid 50% by company, dental, vision, other ancillary benefits
- 401k match of 7%
- PTO
- Paid holidays
- STD, LTD paid by company
- Life insurance policy paid by company
- 2 weeks sabbatical every 3rd anniversary with the company
Hours:
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!