What are the responsibilities and job description for the Investment Advisor Representative position at B.O.S.S. Retirement Solutions?
Company Overview
B.O.S.S. Retirement Solutions specializes in assisting retirees and pre-retirees in developing comprehensive retirement strategies through investment and insurance products. With multiple office locations across Utah, Washington, Arizona, and Idaho, our firm is dedicated to helping clients achieve their financial goals during retirement through expert guidance and innovative planning.
Job Summary
We are seeking a knowledgeable and proactive Investment Advisor Representative to join our team. In this role, you will provide personalized investment advisory services, develop tailored financial plans, and ensure clients receive expert guidance on wealth management for retirement. The ideal candidate will possess a strong foundation in financial concepts, industry regulations, and client relationship management to support our mission of delivering exceptional retirement solutions.
Duties
- Help families by reviewing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)
- Assist clients with annuities, life insurance, long-term care & managed portfolios
- Provide financial planning advice to include investment, insurance & retirement
- Develop, manage, and retain strong client relationships
- Meet individual and team goals through following set processes and procedures
- Attend weekly meetings via zoom
Critical Competencies
- 100% Accountability – Always takes 100% ownership for results and outcomes
- Abundant growth mindset – Possesses determination and commitment to improving self in all areas of life from personal to professional
- Openness to feedback and ideas – Often solicits feedback and reacts calmly to criticism or negative feedback
- Persistence – Demonstrates tenacity and willingness to go the distance to get something done
- An entrepreneurial perspective to help families
- Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling
- Strong organizational, prioritization, interpersonal & management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- · Teamwork – Reaches out to peers & cooperates with supervisors for collaborative working relationships
This position offers an opportunity for dedicated professionals passionate about helping clients secure their financial futures through comprehensive investment advisory services. We welcome candidates committed to ethical standards, continuous learning, and delivering exceptional client service.
Minimum Qualifications
· Bachelor’s Degree required
· 4 years of financial services experience
· Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
- Industry knowledge
- State Insurance License - Required
- Series 65 License – Required (or 7/66 combo)
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid time off
Work Location: In person