Lead Financial Advisor - Aina Haina, HI

Only for registered members Aina Haina, HI, United States

11 hours ago

$95,000 - $185,000 (USD) per year *

* This salary range is an estimation made by beBee

Lead Financial Advisor · · Are you 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 providin ...

Job description

Lead Financial Advisor

Are you 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 E.A Buck Financial Services in Aina Haina, HI is seeking to add a Lead Advisor to our Team

This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads 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 building financial plans for new prospective clients that you will onboard to the firm. At EA Buck we like to say Advisors Advise, we Advertise If you don't like busywork and instead prefer to see productivity lead to profitability we look forward to speaking with you.

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
2+ years of financial service experience required
Series 66 or 65 and Life and Health required
Experience selling AUM, Annuities and Life required
Ability to bring a small book of business
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
Meet individual and team goals

Salary:

Annually Forgivable Base Draw
Variable Compensation Overrides for performance

Benefits:

401k with generous matching
100% employer paid insurance (health, vision, dental)
Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
Paid holidays
PTO

Hours:

Monday-Friday, 8am-5pm
In office

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services

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