Financial Advisor - Remote Role - Rockville, MD

Employer
Advisor Employee Services
Location
Rockville, MD
Posted
May 21, 2022
Closes
May 26, 2022
Ref
531208821
Function
Accountant, IT
Hours
Full Time
Are you looking to expand your career and to be 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 Rockville, MD is seeking to add a Financial Advisor to our Team! No prospecting with this role, we will schedule your appointments and begin building your own book of business! Minimum Requirements: * College degree preferred * 3 + years of financial services experience with an emphasis on sales * Life and Health Licensed; Series 65 - Preferably a CFP * Strong organizational, prioritization, interpersonal & management skills * Strong mathematical and analytical skills * Excellent communications skills; both verbal and written * Proficient with MS Office Suite (Outlook, Excel, Word & Power point) * Experience with CRM preferred Position Responsibilities: * Prepare, present and implement customized financial plans * Assist clients with annuities, life, long-term care & managed money * Provide financial planning advice to include investment, insurance & retirement * Develop, manage and retain strong client relationships * Assist main Advisor with meeting individual and team goals Key Traits: * Strong initiative * Positive attitude * Ability to work with leads from our Marketing efforts * Persistence * An entrepreneurial perspective to build client base * Persuasive ability Compensation Package Presented by Advisor Employee Services Thank you for your interest in the Financial 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! 10551 Barkley St, Suite 600 Overland Park, KS 66212 For financial professional use only. Not for use with the general public or in a sales situation.