Financial Advisor

The Lead Lead Financial AdvisorKey Traits• Strong initiative• Positive attitude• Ability to market to local clients• Persistence• An entrepreneurial perspective to build client base• Persuasive abilityMinimum Requirements• College degree preferred• 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 requiredPosition 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