Associate Financial Advisor - Tyler, United States - Aesplacement

    Aesplacement
    Aesplacement Tyler, United States

    3 weeks ago

    Default job background
    Description

    Location:
    Tyler, TX

    Job Id:

    3039

    # 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, when we would like to talk to you Our well-established and growing financial firm in

    Tyler, TX

    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.

    Strong initiative
    Ability to market to local clients
    Persistence
    An entrepreneurial perspective to build client base
    Travel Required
    3+ years of financial services experience with an emphasis on sales
    Life and Health Licensed; Series 65 or Series 7
    Experience with AUM
    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
    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 Base

    $70,000 - $80,000
    Commission Structure discussed during interview process
    Benefits – You Bet
    Health Insurance – 50% cost covered
    PTO – 1 week – accrues over time
    Hours
    Monday – Friday

    8:30 AM – 5:30 PM

    Presented by Advisor Employee Services

    Thank you for your interest in the Financial Advisor role.

    Advisor Employee Services, a consulting firm located in Overland Park, 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.

    We are not a staffing firm, but together have built a reputable and continuously expanding business model which 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

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