- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
- 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 PowerPoint)
- Experience with Redtail/CRM preferred, but not required
- Must be willing to travel within our offices ( Baton Rouge, Metairie, Mandeville, Lafayette)
- 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
- $60,000-$80,000
- 401 k + match
- Dental, Health, Vision
- Gas card for driving between offices
- PTO
- Monday Friday: 8:00 am 5:00 pm
- Seminars possibly
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Financial Advisor - Baton Rouge, United States - Brian Low Financial Group
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 when we would like to talk to you Our well-established and growing financial firm Brian Low Financial in Baton Rouge, LA is seeking to add a Financial Advisor to our Team
The Financial Advisor will have the opportunity to meet one 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:
Minimum Requirements:
Position Responsibilities:
Salary
Benefits
Hours
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
