Aesplacement
Lead Financial Advisor - Financial Firm - Grand Rapids, MI
Aesplacement, Grand Rapids, Michigan, us, 49528
Overview
Position:
Financial Advisor - Grand Rapids, MI Location:
Grand Rapids, MI Remote Status:
On-Site Job Id:
3406 # of Openings:
1 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, we would like to talk to you. Our established financial service firm, Drake & Associates, in Grand Rapids, MI 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. Duties include meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you!
Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managing money
Provide financial planning advice including investment, insurance, and retirement planning
Develop, manage, and retain strong client relationships
Minimum Requirements
College degree preferred
3+ years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65, or 66 and 7
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with Google Suite
Experience with Salesforce preferred, but not required
Compensation and Benefits
Income:
$150,000 – $300,000
Time Off:
Three weeks of paid time off each year
Retirement and Financial Benefits
Traditional and Roth 401(k) with a company contribution of 3%
Assistance with funding Traditional IRA or Roth IRA
Support for continued professional development and designations
Health and Wellness
Blue Cross Blue Shield group health insurance plan with a great provider network
Partial coverage of health, dental, and life insurance
PTO to go to the doctor, dentist, etc.
Perks and Culture
On-site complimentary coffee, tea, sodas, water, and hot cocoa
Support for local charitable giving and paid time off to volunteer
Mentorship and professional development opportunities; company pays for licenses and certifications
Team events, quarterly lunches, and annual holiday party
Paid-for annual trips if company goals are met
Note:
Presented by Advisor Employee Services. Thank you for your interest in the Financial 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. This description reflects the information provided by the client and is not a staffing firm.
#J-18808-Ljbffr
Position:
Financial Advisor - Grand Rapids, MI Location:
Grand Rapids, MI Remote Status:
On-Site Job Id:
3406 # of Openings:
1 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, we would like to talk to you. Our established financial service firm, Drake & Associates, in Grand Rapids, MI 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. Duties include meeting with prospective families to share the value proposition of working with Drake and Associates, participation in public seminars and marketing efforts. Are you a hunter? Tired of prospecting? Join a firm where the families come to you!
Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managing money
Provide financial planning advice including investment, insurance, and retirement planning
Develop, manage, and retain strong client relationships
Minimum Requirements
College degree preferred
3+ years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65, or 66 and 7
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with Google Suite
Experience with Salesforce preferred, but not required
Compensation and Benefits
Income:
$150,000 – $300,000
Time Off:
Three weeks of paid time off each year
Retirement and Financial Benefits
Traditional and Roth 401(k) with a company contribution of 3%
Assistance with funding Traditional IRA or Roth IRA
Support for continued professional development and designations
Health and Wellness
Blue Cross Blue Shield group health insurance plan with a great provider network
Partial coverage of health, dental, and life insurance
PTO to go to the doctor, dentist, etc.
Perks and Culture
On-site complimentary coffee, tea, sodas, water, and hot cocoa
Support for local charitable giving and paid time off to volunteer
Mentorship and professional development opportunities; company pays for licenses and certifications
Team events, quarterly lunches, and annual holiday party
Paid-for annual trips if company goals are met
Note:
Presented by Advisor Employee Services. Thank you for your interest in the Financial 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. This description reflects the information provided by the client and is not a staffing firm.
#J-18808-Ljbffr