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B.O.S.S. Retirement Solutions

Central Associate Advisor

Pay: $70,000/yr

Posted: 2 days ago

Location: Lehi, UT (Hybrid)

Last Updated: 4 hours ago

Hours: Full-Time

Expires: 10/4/2026

Job Description

Central Associate Advisor at B.O.S.S. Retirement Solutions Central Associate Advisor at B.O.S.S. Retirement Solutions in Lehi, Utah Posted in about 18 hours ago.

Type:

full-time

Job Description:

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability. The Central Advisor is part of a centralized team that directly manages a defined portfolio of clients. Interactions will largely be remote through telephone and electronic communications for sales and servicing. Travel between 7 office locations along the Wasatch Front will also be required for some in-person meetings. This position conducts annual reviews, proactively follows through with sales opportunities while providing superior client service. Licenses for both Series 65 and Life & Health are mandatory to complete the duties of the role. Duties include, but are not limited to:

Conduct regular client annual reviews
Execute client service and transaction requests with efficiency and exactness
Achieve set production levels through identifying and onboarding off-held assets with clients
Continually improve the clients' retirement plans utilizing The B.O.S.S. Retirement Blueprint
Ensuring all aspects of client retirement plans are executed
Growing the portfolio of clients through asking for and meeting with referrals Critical Competencies
Federal taxes relating to Roth Conversions
Social Security
Annuities
Securities and portfolio management
Excellent customer service
Proficient in Microsoft Office
Have an understanding of Mac IOS
Experience with CRM preferred, not required
Excellent written and verbal communication skills

Minimum Qualifications:

Bachelor's degree preferred
2 + years of financial services experience with an emphasis in customer service
Utah Life and Health Licensed required
Series 65 required (or equivalent)
This position starts at a base salary of $70,000/year with commissions.

Equal Opportunity Employer M/F/D/V