About this opportunity
Sullivan Financial Advisors lists this Relationship Financial Advisor opportunity in essex, Missouri. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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 Legacy + Emerging Clients
Lead on employee education for 401(k) Plan Clients
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 CFP(R) Designation
Demonstrate an ability to verbalize and write with confidence and clarity
Excel in working with team members and working individually
Our company runs on EOS. That means as a member of this team, you will have a leader who:
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
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:
Great With People / Client-Centric
Eager (to grow + jump in)
Sees it through to the end
This role offers an annual salary ($80,000 - $120,000) + bonus compensation package, based on experience and aligned with industry standards. 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.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.