Associate Advisor - Financial Firm - Brentwood, TN
Job Posting for Associate Advisor - Financial Firm - Brentwood, TN at Advisor Employee Services
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 in Brentwood, TN 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. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, 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 preferred
- 2 years of sales experience is required
- Life and Health licensing preferred
- 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
Position Responsibilities:
- Prioritize day-to-day tasks and issues
- Operate with a proactive approach to advisors and clients
- Complete and process servicing requests
- Complete and process all applications with clients
- Respond to client inquiries as needed
- Opening, as needed, closing, and transferring of accounts
- Conduct yearly review with clients
- Process transactions
- Follow-up as necessary with vendor companies and clients
- Assist Advisor with pre-appointment preparation
- Resolve any issues regarding new accounts, transfers, or amendments
Salary Base
$42,000 plus Bonus Incentives
Potential to Earn - $50,000 – $125,000
Need Time?
PTO – 3 Weeks
Hours
40-hour work week
Presented by Advisor Employee Services Thank you for your interest in the Associate Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, 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!
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Salary.com Estimation for Associate Advisor - Financial Firm - Brentwood, TN in Brentwood, TN
$56,459 to $78,130
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