Financial Wealth Advisor
Company: Oxford Wealth Advisors, LLC
Location: Sun City
Posted on: July 30, 2022
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Job Description:
Financial Wealth AdvisorAre you looking to expand your career
and 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 Sun City, AZ is seeking to add a Financial Wealth
Advisor to our Team!This Wealth Financial Advisor will have the
opportunity to meet one-on-one with company leads from seminars and
referrals, as well as existing clients. 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.
Duties include working alongside the main Advisor, servicing
existing clients, making active outbound calls to set appointments
with prospects & existing clients, client relationship building and
participation in public seminars.Minimum Requirements:--- College
degree required--- 2 + years of financial services experience---
Series 65 Required or equivalent- CFP preferred--- 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 Salesforce/CRM preferred, but not requiredPosition
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 goalsKey Traits:--- Strong
initiative--- Positive attitude--- Ability to market to local
clients--- Persistence--- An entrepreneurial perspective to build
client base--- Persuasive abilitySalary $70,000 -
$75,000BenefitsPTO401KHealth, Dental, Vision and Life
InsurancePresented by Advisor Employee ServicesThank you for your
interest in the Financial Wealth 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!
Keywords: Oxford Wealth Advisors, LLC, Sun City , Financial Wealth Advisor, Accounting, Auditing , Sun City, Arizona
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