Service Advisor - Maui, HI
Advisor Talent Solutions · Maui County, HI · 7 mo ago
On-siteOTHR$70k–$80k/moFull-time
Responsibilities
- Manage a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals.
- Process new business applications for this base of clients and for up to 4 financial advisers.
- Act as a client coordinator for your personal client base and the financial advisers assigned to you.
Qualifications
- Bachelor’s degree preferred
- Previous client interaction in an office environment
- 5+ years of Financial Industry Experience
- Preferred: CFP
- Preferred: Life & Health paired with either a Series 65 or Series 7 & 66 combination
Skills
- Analytical
- Self-Motivated
- Self-Directed
- Strong Interpersonal Communication Skills
- Highly Organizational
- Advanced Computer Skills
Pay
$70K-$80K Monthly commission (uncapped)
Schedule
Monday-Friday, 8am-5pm (in-office)