Associate Advisor
Are you looking to expand your career and be a 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, then we would like to talk to you! Our well established and growing financial firm, Wootton Financial Group, Inc., in Conroe, TX is seeking to add an Associate Advisor to our Team!
This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients (based on experience and proven performance over time). The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with planning and sales opportunities while providing superior client service; always putting clients best-interest first. Initial duties include working alongside the main Advisor in a supporting role, 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:
- 2+ years of financial service experience required
- Bachelor’s degree preferred
- Series 65 and Life and Health required
- Strong organizational, prioritization, interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite
- Experience with CRM preferred
- Knowledge of key financial, investment and risk management concepts
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:
Benefits
Hours:
- Monday – Friday
- 8:30am-5:00pm
- Some evenings required for client events
Presented by Advisor Employee Services Thank you for your interest in the Associate 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!
