Advisor Employee Services
Lead Financial Advisor - Denver, CO
Advisor Employee Services, Denver, Colorado, United States, 80285
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Lead Financial Advisor - Denver, CO
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Advisor Employee Services Overview
Lead Financial Advisor
— Denver, CO. E.A Buck Financial Services in Denver, CO is seeking to add Lead Advisor to our Team. This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate enjoys building relationships, follows through with sales opportunities, and provides superior client service while putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. 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 2+ years of financial service experience required Series 66 or 65 and Life and Health required Experience selling AUM, Annuities and Life required Ability to bring a small book of business Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred 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 Meet individual and team goals Salary
Annually Forgivable Base Draw Variable Compensation Overrides for performance Benefits
401k with generous matching 100% employer paid insurance (health, vision, dental) Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more Paid holidays PTO Hours
Monday-Friday, 8am-5pm In office: Denver, CO Note: Only people who are currently living in Colorado will be considered for this role Presented by Advisor Employee Services
Thank you for your interest in the Lead Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, 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!
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Lead Financial Advisor - Denver, CO
role at
Advisor Employee Services Overview
Lead Financial Advisor
— Denver, CO. E.A Buck Financial Services in Denver, CO is seeking to add Lead Advisor to our Team. This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate enjoys building relationships, follows through with sales opportunities, and provides superior client service while putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. 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 2+ years of financial service experience required Series 66 or 65 and Life and Health required Experience selling AUM, Annuities and Life required Ability to bring a small book of business Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred 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 Meet individual and team goals Salary
Annually Forgivable Base Draw Variable Compensation Overrides for performance Benefits
401k with generous matching 100% employer paid insurance (health, vision, dental) Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more Paid holidays PTO Hours
Monday-Friday, 8am-5pm In office: Denver, CO Note: Only people who are currently living in Colorado will be considered for this role Presented by Advisor Employee Services
Thank you for your interest in the Lead Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, 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!
#J-18808-Ljbffr