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    Lead Financial Advisor - Grand Rapids, United States - Drake & Associates, LLC

    Drake & Associates, LLC
    Drake & Associates, LLC Grand Rapids, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Lead Financial Advisor

    Are you looking to expand your career and to 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 established financial service firm, Drake & Associates, in Grand Rapids, MI is seeking to add a Lead Financial Advisor to our Team

    The Lead Financial Advisor will have the opportunity to meet one on one with the company leads form 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 – to include introducing the main Advisor. Tired of prospecting? Join a firm where the families come to 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
    • 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

    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
    • Assist main Advisor with meeting individual and team goals

    Salary

    $75,000 - $150,000

    Money for Nothing

    Three weeks paid time-off each year

    Additional Days Off

    When we meet our goals, we prefer to give employees extra days off

    Flexibility

    In a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in

    Retirement

    We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $22,500 per year and get a 3% match on top of that. Are you 50+? You can contribute $29,000 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if under 50 and $11,000 if 50+. We know a lot about money, it's what we do

    Let's Stay Healthy

    Blue Cross Blue Shield group health insurance plan with a great provider network

    It's the same health insurance that Tony has for himself.

    We pay for your health, dental and life insurance.

    Paid time-off to go to the doctor, dentist, etc.

    Hungry?

    Free Lunches provided for weekly team building

    Free coffee (Nespresso), tea, sodas, water, and hot cocoa — all on-site

    You Look Like You Work out

    Free onsite gym

    Want To Lend a Hand?

    We support local charities financially and with paid time-off to volunteer

    Use The Force, Luke

    Mentorship is part of the deal.

    We want to help you as a person, not just as an employee.

    How Do I Get There?

    Waukesha location is just off the Guerke's corner exit on I-94

    Mequon location is right off I-43 on Mequon and Port Washington Rd

    Wow, You're Smart

    We'll pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration.

    We'll even pay for your Certified Financial Planner designation.

    Want to get your CPA license? Let's do it.

    Let's have fun

    Quarterly team lunches and team building events off site

    Annual Team Holiday Party

    Paid-for Annual Trips

    Company hits our goals, let's all travel together

    Presented by Advisor Employee Services Thank you for your interest in the Financial 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.

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