Lead Financial Advisor Pleasanton, CA

Pleasanton, CA - USA

Monthly Salary: Not Disclosed

Posted on: 17 hours ago

Vacancies: 1 Vacancy

Job Summary

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 Pleasanton CAis 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 dont 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 at

Required Experience:

Unclear Seniority

Lead Financial AdvisorAre 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 e...