Financial Advisor
South Shore Retirement Services is a successful Boston based independent financial advisory firm looking to grow their dynamic team with a financial advisor to work alongside their advisory team. 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!
This position will work closely with the advisors on managing the existing client book, executing trades, building financial plans, meeting with existing clients to review their current financial plan and occasionally meeting with prospects. 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.
Key Traits:
- High attention to detail
- Strong initiative & follow-through
- Positive attitude
- Persistence
- Persuasive ability
Minimum Requirements:
- College degree preferred
- 2+ years of financial service experience required
- Series 65 and Life and Health required
- 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, Orion, and Wealthscape 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
Salary:
$90 to $110k
Benefits? – You Bet!
Health Insurance
Dental Insurance
401K
Hours
Monday – Friday
9:00 AM – 5:00 PM
Presented by Advisor Employee Services Thank you for your interest in the Wealth Manager role. Advisor Employee Services, a consulting firm located in Lenexa, 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 https://aesplacement.com/. 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!
