Lead Financial Advisor
E.A. Buck Financial Services · Lakewood, CO · 2 mo ago
On-siteFinanceFull-time
Key Traits
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
Minimum Requirements
- College degree preferred
- 2+ years of financial service experience required
- Series 66 or 65 and Life and Health required
- Experience selling AUM, Annuities and Life required
- Ability to bring a small book of business
- 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 preferred
Position Responsibilities
- Prepare, present, and implement customized financial plans
- Aid 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
- Maintain individual and team goals
Benefits
- 401k with generous matching
- 100% employer paid insurance (health, vision, dental)
- Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
- Paid holidays
- PTO Hours: Monday-Friday, 8am-5pm