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, Teamwork Financial, in Houston,TX, 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:
College degree preferred
CFP preferred
5+ years of financial services experience with an emphasis on sales preferred
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)
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:
$95,000-$140,000 BOE
Benefits:
Health insurance after 30 days
401(k) after 90 days
3 weeks PTO (sick or vacation time)
Hours:
M-TH 8:30am-5:00pm
F 8:30am-4:00pm
Some evenings required for client events
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 https://aesplacement.com/. 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!