Lead Advisor, LLC is a wealth management consulting and search firm. This role is for one of our client firms.
Review client needs and prepare appropriate financial reviews. Match suitable investment and insurance products to the member and help them to buy products appropriate for their needs
Service and maintain an existing book of business. Work within the existing client base to prospect for and find additional opportunities to help the clients.
Utilize financial planning software to deliver comprehensive financial plans to clients when appropriate.
Development and sustain strong branch relationships.
Maintain a regular presence in assigned branches.
Work with branch and credit union staff to identify referral candidates. Develop branch referral activities and conduct regular training meetings.
Communicate daily with clients providing trade settlement information, coordinating the payment/delivery of funds and other routine requests.
Cross-sell products and services as appropriate.
Perform other job-related duties as assigned by Managers(s).
Job Competencies:
Excellent verbal and written communication skills with the ability to convey information to internal and external customers in a clear, focused and concise manner.
Extremely organized with attention to detail.
Ability to function independently and proactively with minimal supervision.
Qualified candidate must possess a high level of initiative and commitment to client service.
Education and Experience Requirements:
Bachelor's Degree
5 to 7 years of experience in financial services
Current FINRA Series 7 and 66 registrations
Established track record of sales accomplishments
Life, Accident and Health insurance licenses or the ability to obtain within 6 months of hire