Financial advisor trainee Empleos en Boston ma
Última actualización: hace 9 horas
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 rela...Mostrar másÚltima actualización: hace 15 días
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Join a Winning Team and Impact People’s Lives! CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for members of Harvard University Employees Cred...Mostrar másÚltima actualización: hace más de 30 días
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If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien...Mostrar másÚltima actualización: hace más de 30 días
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Financial Advisor
Advisor Employee ServicesHingham, MA, United StatesHace 15 días
Salario
65.000,00 US$–70.000,00 US$ anual
Tipo de contrato
- A tiempo completo
Descripción del trabajo5+ years of financial services experience with an emphasis on sales Life and Health Licensed required Series 65 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 (Outlook, Excel, Word, and Power Point) Experience with Redtail / CRM preferred, but not required 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 8 : 30am-4 : 30pm Some evenings required for client events 65,000-$70,000 Health insurance Bonuses based on performance
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 well-established and growing financial firm in Hingham, MA is seeking to add a Financial Advisor to our Team!
The Financial Advisor will have the opportunity to meet one on one with the company leads from 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.
Key Traits :
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Minimum Requirements :
Position Responsibilities :
Hours :
Salary :
Benefits :
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, 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!