These Advisors partner with clients to assess their financial needs, recommend appropriate solutions, and support long-term financial goals. This role uses a consultative sales approach to develop investment and insurance strategies, helps manage client relationships, and delivers a high level of satisfaction and retention. The advisor collaborates with internal partners and acts as a trusted resource for both clients and colleagues.

 

                                          Competitive Pay: Base salary with commission payouts

 

                                              Team: An amazing culture with a team that is passionate about success

 

                                              Healthcare: Full suite of benefits including health and dental

 

                                              Time off:  Work hard, play hard.  Paid sick, personal, and vacation time 

 

                       

                                          Retirement Savings: 401k match & additional benefits  

 

                                              Schedule Flexibility:  We love our office culture, however work from home when you need

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SUMMARY:

 

Client Engagement & Needs Assessment

• Reach out to existing and prospective clients to understand financial situations, goals, and risk tolerances. 

• Use a consultative sales process to determine client needs, propose solutions, and gain client commitment. 

• Discuss benefits, risks, and features of investment or insurance products and explain them clearly to clients. 

 

Financial Planning & Solutions

• Develop individualized financial plans based on client objectives and financial needs. 

• Recommend investment products, insurance solutions, and other appropriate banking offerings. 

• Review portfolio activity with clients and explain performance relative to stated goals and risk tolerance.

 

Client Service & Relationship Management

• Own the client experience and ensure high day-to-day satisfaction. 

• Resolve inquiries, concerns, and issues in a professional and timely manner. 

• Focus on client retention and proactive service. 

 

Collaboration & Referrals

• Work closely with Financial Advisors and other internal partners to identify appropriate services and products for clients.

• Refer clients to specialists or internal teams as needed based on goals.

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