About this opportunity
E.A. Buck Financial Services lists this Lead Financial Advisor opportunity in seattle, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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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 Seattle, WA 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.
Strong initiative
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
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
Annually Forgivable Base Draw
Variable Compensation Overrides for performance
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: Seattle, WA
Presented by Advisor Employee Services Thank you for your interest in the Lead 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 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!
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Finance
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Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.