Lead Financial Advisor
: Job Details :

Are you looking to expand your career and to be part of a successful team? Are you ambitious, self-directed, 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 Warwick, RI is seeking to add a Financial Advisor to our Team!

The Lead Financial Advisor will have the opportunity to meet one on one with the company leads from radio, TV seminars, and referrals, as well as existing clients. Tired of prospecting? Join a firm where the families come to you!

Key Traits:

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective
• Persuasive ability

Minimum Requirements:

• College degree required
• 3+ years of financial services experience with an emphasis on sales
• Life and Health Licensed; Series 65
• Strong organizational, prioritization, interpersonal, and management skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
• Experience with Redtail/CRM preferred, but not required

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

This is a full-time, in-office position (Monday through Friday)

We offer a competitive salary and generous benefit package for full-time employees.