Financial Advisor

A 20-year-old business whose purpose is about life at maximum potential welcomes you.
We all work together towards a goal of bringing in 1 billion in assets under management within the next 10 years. We specialize in holistic financial planning our sweet spot. If you want to belong to a team that does that well every day this companys a great fit for you. Our clients are fun open-minded Connecticut shoreline women 40-55 head of household and decision-makers with $1M investable assets. If you have experience working with this type of client or want that experience this role will be a great fit.

You will love it here if these things resonate with how you show up:

• Doesnt Give Up. Committed to finding solutions for both clients and team members going above and beyond to deliver results. Takes ownership of both successes and setbackswhen setbacks happen they become teaching moments. Uses the Experience Transformer to turn challenges into positive learning opportunities enhancing processes for the future.
• Positive Fun: Maintains an upbeat attitude that creates a comfortable and relaxed atmosphere contagious to both clients and colleagues. Fosters a fun work environment even in high-stress situations to help clients feel at ease when they may be overwhelmed.
• Problem Solver / Innovative: Proactively seeks solutions independently before consulting leadership bringing creativity and innovation to client experience and company efficiency. Stays current with industry trends and technology constantly seeking ways to improve and implement with the team.
• Great With People / Client-Centric: Naturally engaging with clients prospects industry colleagues and team members fostering a positive and fun environment. Builds strong long-term relationships and ensures a client-centric approach is always a priority.
• Eager (to grow jump in): Committed to both personal and professional growth readily takes on new challenges with a proactive positive a small firm demonstrates a willingness to jump in wherever needed to keep the team on track and ensure client success.
• Empowered: Creates an environment where clients and team members feel supported to take initiative and develop skills. Empowers clients with the knowledge and confidence to manage their financial futures making informed decisions independently.
• Sees it through to the end: Follows through on tasks consistently delivering on commitments. Always does what they say they will do ensuring reliability and trustworthiness in every project.

Youll love coming to work every day if you get want and have the capacity to do:

• Meeting Prep Follow-ups for advisory team
• Lead on emerging clients
• Lead on employee education for 401(k) Plan Clients
• Maintain and update Client Financial Data Model
• Inbound Client Response Outbound Client Communication
• Maintain & Build Client Relationships
• Prospect Qualified Clients
• Act as liaison between advisory and operations departments

Youll have success here if you value clear processes and feel qualified to do the following things:

• Prep and conduct existing client review meetings
• Identify additional opportunities within existing clients
• Prospect within identified client profile through our internal marketing process

We train our team to help them succeed and everyone on our team helps with our this role youll be accountable to hit the following numbers each week month:

• # client outreach check-ins
• # review meetings scheduled # of review meetings conducted
• # qualified referrals
• # AUM Insurance premium closed

Requirements:

• Life/disability Insurance and Series 65 (or equivalent) investments licenses
• Bachelors degree and CFP (Certified Financial Planner) designation required
• Demonstrated experience in Life Insurance annuities and investment advisory services
• Demonstrate an ability to verbalize and write with confidence and clarity
• Excel in working with team members and working individually
• Proven sales & client retention track record
• Soft people skills

If you want to come to work learn and hit those numbers youll be recognized and rewarded. Our company runs on EOS. That means as a member of this team you will have a leader who:

• Gives clear directions
• Makes sure you have the necessary tools
• Acts with the greater good in mind
• Delegates appropriately
• Takes time to truly understand your role and how you can help the company
• Makes their expectations clear
• Communicates well
• Has effective meetings
• Meets one-on-one with you quarterly or more if needed
• Rewards and recognizes your performance

This role offers an annual salary compensation within a range of $80000-$120000 commensurate with experience and aligned with industry standards. This role also includes an annual bonus based on individual production and overall company performance.

Required Experience:

Unclear Seniority