Advisor Talent Solutions
Financial Advisor- RIA Firm- Phoenix, AZ
Advisor Talent Solutions, Phoenix, Arizona, United States, 85003
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Financial Advisor- RIA Firm- Phoenix, AZ
role at
Advisor Talent Solutions
2 weeks ago Be among the first 25 applicants
Financial Advisor
Are you looking to expand your career and 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! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team!
The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.
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
3+ years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65
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, and Power Point)
Experience with Redtail/CRM preferred, but not required
Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managing money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist the main Advisor with meeting individual and team goals
Hours
M-F: 9 am – 5 pm
Seminars 3 per month
Salary
TBD
Benefits
Health Insurance
401(k)
PTO
Presented by Advisor Employee Service's s 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. 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 that 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!
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Finance and Sales
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Financial Advisor- RIA Firm- Phoenix, AZ
role at
Advisor Talent Solutions
2 weeks ago Be among the first 25 applicants
Financial Advisor
Are you looking to expand your career and 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! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team!
The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.
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
3+ years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65
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, and Power Point)
Experience with Redtail/CRM preferred, but not required
Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managing money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist the main Advisor with meeting individual and team goals
Hours
M-F: 9 am – 5 pm
Seminars 3 per month
Salary
TBD
Benefits
Health Insurance
401(k)
PTO
Presented by Advisor Employee Service's s 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. 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 that 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!
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Finance and Sales
#J-18808-Ljbffr