Associate Advisor Are you an A player looking to expand your career and be a 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, then we would like to talk to you! Our well established and growing financial firm, Roland Financial Wealth Management LLC.
in Erie, PA is seeking to add an Associate Advisor to our Team! This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients.
The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service;
always putting clients first. 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 to include 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
- 5+ years of financial service experience required
- Series 65 or equivalent to get registered as an IAR required
- Life and Health licensing preferred
- 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
- Assist main Advisor with meeting individual and team goals
- Resolve any issues regarding new accounts, transfers, or amendments
- Complete and process servicing requests
- Maintain database programs
Salary :
$70K-$95K BOE
Benefits
- 401(k) - automatic 3% company contribution based on salary
- Cash balance plan
- Profit sharing reimbursement for individual health insurance
- Continuing education stipend / reimbursements
- General holidays off
- PTO and comp time
Hours :
- Monday Friday
- 9 : 00am-5 : 00pm
- Some evenings required for client events
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