- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
- College degree preferred
- 2+ years of financial service experience required
- Series 65 and Life and Health preferred
- 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
- 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
- $75-90k Based on Experience
- Health Insurance – 50% cost covered
- PTO – 1 week – accrues over time
- Monday – Friday
- 8:30 AM – 5:30 PM
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Client Service Advisor
1 week ago
Wealth Planning Advisors Tyler, United StatesA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exceeding client expectations in all ...
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Admissions Specialist
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Tyler Junior College Tyler, United States Full timeTyler Junior College gives equal consideration to all applicants for admission, employment and participation in its programs and activities without regard to race, color, religion, national origin, gender, gender identity, gender expression, sexual orientation, age, marital statu ...
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Associate Financial Planner
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Client Service Advisor
1 week ago
Wealth Planning Advisors, Inc. Tyler, United StatesJob Description · Job DescriptionA fast-moving, well-established financial services practice in Tyler, Texas is actively seeking an energetic and growth-oriented individual to join our team. Our firm emphasizes financial planning for all our clients, and we pride ourselves on exc ...
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Christus Health Tyler, United StatesJob Description · Physician-Advisor (Care Management and CDI) · Physician Advisor - Care Management & CDI · Roles and Responsibilities Overview · The Physician Advisor-Care Management and Clinical Documentation Improvement (PACM) is a full-time administrative physician role servi ...
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General Practice job in Tyler TX
3 weeks ago
CHRISTUS Health San Francisco, United States Permanent· Physician-Advisor (Care Management and CDI) · Physician Advisor - Care Management & CDI · Roles and Responsibilities Overview · The Physician Advisor-Care Management and Clinical Documentation Improvement (PACM) is a full-time administrative physician role serving Mother Franc ...
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Physician - Advisor (Care Management & CDI)
2 days ago
Christus Health Tyler, United States· Physician-Advisor (Care Management and CDI) · Physician Advisor - Care Management & CDI · Roles and Responsibilities Overview · The Physician Advisor-Care Management and Clinical Documentation Improvement (PACM) is a full-time administrative physician role serving Mother Franc ...
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Open Enrollment Specialist
1 week ago
Scott Insurance Agency Tyler, TX, United StatesOpen Enrollment Specialist · You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services. Our clients are looking for viable alternatives to their current benefit programs ...
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Social Worker job in Tyler TX
2 days ago
CHRISTUS Health Tyler, United StatesSummary: · The Care Manager (CM) I works in collaboration with the patient/family, physicians and multidisciplinary team members to ensure patient progression through the continuum of care and to develop a plan of care for each assigned patient from admission through discharge. T ...
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Assistant Controller
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Pure & Gentle, Inc. Tyler, United StatesJob Description · Job DescriptionCompany Profile · For over 40 years, Pure & Gentle has made personal and home-care products that are good for you and good for the planet. From all-natural health and beauty products like shampoo and hand soaps to concentrate home-care products li ...
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Social Worker job in Tyler TX
3 weeks ago
CHRISTUS Health San Francisco, United States Permanent· Summary: · The Care Manager (CM) I works in collaboration with the patient/family, physicians and multidisciplinary team members to ensure patient progression through the continuum of care and to develop a plan of care for each assigned patient from admission through discharge ...
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Care Manager I
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Christus Health Tyler, United StatesSummary: · The Care Manager (CM) I works in collaboration with the patient/family, physicians and multidisciplinary team members to ensure patient progression through the continuum of care and to develop a plan of care for each assigned patient from admission through discharge. T ...
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Care Manager I
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Christus Health Tyler, United StatesSummary: · The Care Manager (CM) I works in collaboration with the patient/family, physicians and multidisciplinary team members to ensure patient progression through the continuum of care and to develop a plan of care for each assigned patient from admission through discharge. T ...
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Lead Supervisor I
5 days ago
Coach Tyler, United StatesWe believe that difference sparks brilliance, so we welcome people and ideas from everywhere to join us in stretching what's possible. · At Tapestry, being true to yourself is core to who we are. When each of us brings our individuality to our collective ambition, our creativity ...
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Lead Supervisor I
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Tapestry Tyler, United StatesWe believe that difference sparks brilliance, so we welcome people and ideas from everywhere to join us in stretching what's possible. · At Tapestry, being true to yourself is core to who we are. When each of us brings our individuality to our collective ambition, our creativity ...
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Chief Human Resources Officer
2 weeks ago
Tyler Junior College Tyler, United StatesLocation : 1327 S Baxter Ave, Tyler · Job Type: Full-Time Regular · Job Number: 00477 · Department: Human Resources · Opening Date: 02/01/2024 · Number of Months: 12 · Tyler Junior College gives equal consideration to all applicants for admission, employment and participati ...
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Outside Salesperson
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Hajoca Corporation Tyler, United StatesHajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies. Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and s ...
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Outside Salesperson
4 weeks ago
Hajoca Corporation Tyler, United StatesHajoca Corporation is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies. Founded in 1858, Hajoca is a company based on the principles of "Service, Integrity, Reliability," and on relationships of trust and s ...
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Lead Supervisor I
3 weeks ago
Tapestry Tyler, United StatesWe believe that difference sparks brilliance, so we welcome people and ideas from everywhere to join us in stretching what's possible. · At Tapestry, being true to yourself is core to who we are. When each of us brings our individuality to our collective ambition, our creativity ...
Associate Financial Advisor - Tyler, United States - Advisor Employee Services
Description
Associate 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 Our well established and growing financial firm in Tyler, TX is seeking to add an Associate Advisor to our Team
This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars 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 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.
Key Traits:
Minimum Requirements:
Position Responsibilities:
Salary
Benefits – You Bet
Hours
Presented by Advisor Employee Services Thank you for your interest in the Associate 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
