What are the responsibilities and job description for the Service Advisor position at Networth Advisors?
We are a well-established and client-focused financial advisory firm dedicated to helping individuals and families build, manage, and preserve their wealth. With a strong reputation for personalized service strong charitable program and integrity, we are committed to long-term client relationships and professional growth.
Position Overview
:We are seeking a motivated and relationship-driven Financial Advisor to join our team. This is a unique opportunity to step into practice with an existing client base. You will be responsible for nurturing these relationships, delivering financial advice, and supporting clients in achieving their financial goals
.
This position offers a competitive base salary plus commission and the potential to transition into a full commission-based advisor rol
e.
Responsibilitie
- s: Provide comprehensive financial planning and investment advice to an established book of approximately 100 househo
- ldsBuild trust and deepen relationships through regular client communication and portfolio revi
- ewsIdentify and pursue opportunities for expanding client relationships and increasing assets under managem
- entCollaborate with internal team members and support staff to ensure seamless client serv
- iceStay informed on industry trends, investment strategies, and regulatory chan
ges
Qualificatio
- ns: Series 65 prefe
- rredLife and Health Insurance license prefe
- rred2 years of experience in a client-facing financial advisory role strongly prefe
- rredStrong interpersonal and communication sk
- illsGoal-oriented with a passion for helping others succeed financi
- allySelf-motivated, organized, and committed to ethical financial pract
ices
What We Of
- fer: Established book of 100 house
- holdsBase salary plus commi
- ssionMentorship and professional develo
- pmentClear path for advancement to a full Financial Advisor position (commission-b
- ased)Supportive and collaborative team enviro
nment
Ben
- efits:Health Ins
- urance401k after 9
- 0 d
- aysPTOTrip Ince
ntives
Hours:Monday-Thursday: 8:00 am -- 5:00 pmFriday: 8:00 am –
- 2:00 pmSome seminars att
endance
Presented by Advisor Employee Services Thank you for your interest in the Service Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, 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 https://aesplacement.com/. 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 appl