Financial Advisor 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, when we would like to talk to you! Our well-established and growing financial firm in Wichita, KS is seeking to add a Financial Advisor to our 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 to include introducing the main Advisor. Key Traits :
- Strong initiative
- Positive attitude
- Relationship building
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Minimum Requirements :
- Bachelor’s Degree preferred
- 3+ years of financial services experience
- 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 CRM preferred, but not required
Position Responsibilities :
- Prepare, present, and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managed money
- Conduct annual reviews with clients
- 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
Salary :
- $80,000-$85,000 Benefits :
- 10 days PTO
- 10 days PTO
- 8 paid holidays
- 100% health insurance premium for individual
- 7% profit share
- 3% safe harbor
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