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Andover

    Financial Advisor - Andover, United States - Lead Advisor LLC

    Lead Advisor LLC
    Lead Advisor LLC Andover, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our client firms.

    • Review client needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs
    • Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients.
    • Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.
    • Development and sustain strong branch relationships.
    • Maintain a regular presence in assigned branches.
    • Work with branch and credit union staff to identify referral candidates. Develop branch referral activities and conduct regular training meetings.
    • Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
    • Cross-sell products and services as appropriate.
    • Perform other job-related duties as assigned by Managers(s).

    Job Competencies:

    • Excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused and concise manner.
    • Extremely organized with attention to detail.
    • Ability to function independently and proactively with minimal supervision.
    • Qualified candidate must possess a high level of initiative and commitment to client service.

    Education and Experience Requirements:

    • Bachelor's Degree
    • 5 to 7 years of experience in financial services
    • Current FINRA Series 7 and 66 registrations
    • Established track record of sales accomplishments
    • Life, Accident and Health insurance licenses or the ability to obtain within 6 months of hire
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