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:

$50,000-$60,000/year BOE

Benefits

Generous PTO

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!

Wootton Financial Group jobs

Associate Advisor