About Us: We are a fast-paced and growing Multifamily Style Wealth Management Firm in the Greenville, SC area with ample opportunities for growth. We are dedicated to adding value to others, fostering open communication, and cultivating a fun and optimistic environment. We believe in continuous improvement in our faith, personal growth, and business. These values serve as the foundation of our firm and our team as we guide our clients in creating a brighter retirement future. Join us and be part of an exciting journey towards making a significant impact in the financial world of others!
Minimum Requirements:
2+ years in the Investment advice and relationship management world
Advanced computer skills
Life, Health Insurance and Securities Series 65 License a must
Required Skills:
Listening, Communication & Follows through skills are a must.
Being able to take direction and execute that direction in to a plan
Able to lead review meetings with existing clients
Comfortable with presentations and telephone conversations
Able to prioritize; deadline and details
Responsibilities:
Working with Tax, Investment, Insurance and Legal Divisions
Prepare financial plans and other client meeting preparatory
Accountable for relationship building and fact-finding to grow your book of existing clients.
Cross-selling, through our different divisions
Conduct investment research, portfolio analysis, and monitoring
Prospect with the book of business and leads provided
Ability to see the big picture and handle details
Compensation:
Salary and commission structure to be discussed by the firm
Hours:
M-F 8:30am-5pm
Some evenings required for client events
Benefits:
401k
Health Insurance
PTO
Presented by Advisor Employee Services
Thank you for your interest in this 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!