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Advisor Employee Services is Hiring a Financial Service Advisor - RIA Firm - Provo, UT Near Provo, UT
Financial Service Advisor
Retirement Solutions in Provo, UT is looking for an Financial Service Advisor to join our team to help us serve our growing clients. For over 20 years we have been helping people who are nearing retirement by working to create individualized retirement plans to support their income goals and grow their wealth. Our ideal candidate will be passionate about the financial industry, have a desire to help people, be a clear communicator, and be proactive in problem-solving and sharing strategies to help improve our clients' financial lives.
Qualifications: You’re the high achiever we’re looking for if…
You are honest - You treat others how they would want to be treated!
A Bachelor's Degree in Business/Finance or equivalent industry experience
Series 65 or equivalent license required
UT Life & Health license – required within 90 days of hire
Intermediate to advanced computer skills
Strong organizational skills and attention to detail
Process-driven
Ability to maintain professionalism and confidentiality when dealing with sensitive information and business matters
You are an excellent communicator – both written and verbal
Responsibilities:
Develop, manage, and retain strong client relationships.
Assist clients with contributions, withdrawals, allocations, etc.
Grow referrals and contact other warm leads
Prepare and hold retirement plan review meetings
Record and update client records
Pay: $30/hour
Benefits:
Paid Time Off: Up to 13 days per year
Holiday Pay: Up to 5 days per year
Health Benefit
SIMPLE IRA with Employer Match (up to 3%)
Flex Time Policy to accommodate family obligations, health care appointments, personal emergencies, etc.
Clothing Allowance
Bonuses on results
Life Insurance (after 6 months of employment)
Office Hours: Mon – Thursday 8:30-5:30, Friday 9:00 – 3:00, late evenings as needed
If you meet or exceed the expectations described above, please apply today! Our interview process is unique, and we’ll ask you to do some work to prove why you think you're the perfect fit for this position.
Additional information:
At Retirement Solutions, we are highly interested in team chemistry. Therefore, collaboration and working closely with team members is necessary. The company culture is a family-friendly, fun, light, sarcastic atmosphere and head down getting work done. We offer the opportunity to grow and take on new responsibilities in a great work environment.
Presented by Advisor Employee Services Thank you for your interest in the Financial Service 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!