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 Associate Advisor will be pro-active and know how to follow through with sales opportunities while providing superior client service; always putting clients first. Duties include, but are not limited to: Helping current families continually improve their customized financial plan by finding new opportunities Meeting with current families for Annual Reviews to ensure implemented plans are on track for their retirement goals Manage and maintain current client accounts Process and track service requests Develop, manage and retain strong client relationships Follow the developed company systems and processes

Minimum Qualifications:

• Bachelor's degree preferred
• 2 + years of financial services experience with an emphasis on sales
• State Life and Health Licensed required
• Series 65 required (Or Series 7/66 combo)
• Experience CRM preferred, but not required

Base Salary:

$75,000 + additional commission

Job Type:

Full-time Pay:

$75,000.00 per year

Benefits:

Dental insurance Health insurance Life insurance Paid time off Vision insurance

Compensation Package:

Commission pay

Education:

Bachelor's (Preferred)

Experience:

Financial concepts: 2 years (Preferred)

License/Certification:

Life and Health Insurance License (Required) Series 65 Securities License (Preferred)

Work Location:

In person