Are you looking to expand your career and to be part of a successful team? Are you ambitious, self-directed, 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! Our well established and growing financial firm in Warwick, RI is seeking to add a Financial Advisor to our Team!
The Lead Financial Advisor will have the opportunity to meet one on one with the company leads from radio, TV seminars, and referrals, as well as existing clients. Tired of prospecting? Join a firm where the families come to you!
Key Traits:
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective
Persuasive ability
Minimum Requirements:
College degree required
3+ years of financial services experience with an emphasis on sales
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)
Experience with Redtail/CRM preferred, but not required
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
This is a full-time, in-office position (Monday through Friday)
We offer a competitive salary and generous benefit package for full-time employees.