Advisor Employee Services
Overview
Join to apply for the
Financial Advisor
role at
Advisor Employee Services . Our well-established and growing financial firm in
Boca Raton, FL
is seeking to add a Financial Advisor to our team. The Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The role includes servicing existing clients, making outbound calls to set appointments with prospects and clients, building client relationships, and participating in public seminars to introduce the main Advisor. Hours vary and some evenings may be required for client events. Responsibilities
Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice including investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Support activities that drive client acquisition and retention Qualifications
5+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 Strong initiative with the ability to market to local clients Persistence and an entrepreneurial perspective to build a client base 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, PowerPoint) Experience with Redtail/CRM preferred, but not required Compensation
$100,000/year Bonus Commission Contact
Presented by Advisor Employee Services. If you feel you have the skills for the position responsibilities listed, please apply today. We are a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs. For more information, explore our website at https://aesplacement.com/. Get notified about new Financial Advisor jobs in
Boca Raton, FL .
#J-18808-Ljbffr
Join to apply for the
Financial Advisor
role at
Advisor Employee Services . Our well-established and growing financial firm in
Boca Raton, FL
is seeking to add a Financial Advisor to our team. The Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The role includes servicing existing clients, making outbound calls to set appointments with prospects and clients, building client relationships, and participating in public seminars to introduce the main Advisor. Hours vary and some evenings may be required for client events. Responsibilities
Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice including investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist the main Advisor with meeting individual and team goals Support activities that drive client acquisition and retention Qualifications
5+ years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 Strong initiative with the ability to market to local clients Persistence and an entrepreneurial perspective to build a client base 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, PowerPoint) Experience with Redtail/CRM preferred, but not required Compensation
$100,000/year Bonus Commission Contact
Presented by Advisor Employee Services. If you feel you have the skills for the position responsibilities listed, please apply today. We are a consulting firm located in Lenexa, Kansas, representing the top 1% of financial advisors in all 50 states in their hiring needs. For more information, explore our website at https://aesplacement.com/. Get notified about new Financial Advisor jobs in
Boca Raton, FL .
#J-18808-Ljbffr