Associate Financial Advisor

Sullivan Financial Advisors, a 20 year-old business whose purpose is about life at maximum potential, welcomes you. We specialize in holistic financial planning, our sweet spot. If you want to belong to a team that does that well every day, this company’s a great fit for you.

You’ll love coming to work every day if you get, want, and have the capacity to do:

• Meeting Prep Follow-up
• Lead on Foundational Emerging Clients
• Lead on employee education for 401(k) Plan Clients
• Client Financial Data Model
• Inbound Client (Response) Communication
• Maintain & Build Client Relationships
• Prospect Qualified Clients
• Act as liaison between advisory and operations departments

You’ll have success here if you value clear processes and feel qualified to do the following things:

• Prep and conduct existing client review meetings
• Identify additional opportunities within existing clients
• Prospect within identified client profile through our internal marketing process

Requirements:

• Life/disability Insurance and Series 65 (or equivalent) investment licenses
• Hold a bachelor’s degree and have completed a CFP Board-Registered Program (or be near completion)
• Minimum 3 years experience working in financial advisor capacity
• Demonstrate an ability to verbalize and write with confidence and clarity
• Excel in working with team members and working individually
• Proven prouction track record
• Soft people skills

Our company runs on EOS. That means as a member of this team, you will have a leader who:

• Gives clear directions
• Makes sure you have the necessary tools
• Acts with the greater good in mind
• Delegates appropriately
• Takes time to truly understand your role and how you can help the company
• Makes their expectations clear
• Communicates well
• Has effective meetings
• Meets one-on-one with you quarterly or more, if needed
• Rewards and recognizes your performance

You will love it here if these things resonate with how you show up:

● Doesn’t Give Up.

● Positive Fun

● Problem Solver / Innovative

● Great With People / Client-Centric

● Eager (to grow jump in)

● Empowered

● Sees it through to the end

This role offers an annual salary compensation within a range of $70,000-$90,000, commensurate with experience and aligned with industry standards. This role also includes an annual bonus based on individual production (net AUM flows for client segments served, new clients brought in, and insurance production), and overall company performance. Specific life insurance/annuity bonus will be a % of base agent commission. Benefits package includes paid NYSE holidays, PTO bank paid birthday off, 401(k) with safe harbor company contribution, health/vision/dental insurance with H.R.A. employer contribution. Company provided yoga on Friday afternoons during business hours.