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    Financial Advisor - Phoenix, United States - Strategy Financial Group

    Strategy Financial Group
    Strategy Financial Group Phoenix, United States

    2 weeks ago

    Default job background
    Description

    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 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. 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 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

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