What are the responsibilities and job description for the Lead Financial Advisor position at E.A. Buck Financial Services?
Lead Financial Advisor
Are you looking to expand your career and be a 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! E.A Buck Financial Services in Pleasanton, CA is seeking to add Lead Advisor to our Team!
This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads 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. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. At EA Buck we like to say Advisors Advise, we Advertise! If you don’t like busywork and instead prefer to see productivity lead to profitability we look forward to speaking with you.
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
- Assist 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
- Meet individual and team goals
Salary:
- Annually Forgivable Base Draw
- Variable Compensation Overrides for performance
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
- In office
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com