Lead Financial Advisor - Honolulu, HI

Lead Financial AdvisorAre 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 Honolulu, HI is seeking to add a 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 initiativePositive attitudeAbility to market to local clientsPersistenceAn entrepreneurial perspective to build client basePersuasive abilityMinimum Requirements:College degree preferred2+ years of financial service experience requiredSeries 66 or 65 and Life and Health requiredExperience selling AUM and Annuities requiredAbility to bring a small book of businessStrong organizational, prioritization, interpersonal and management skillsExcellent communication skills; both verbal and writtenPosition Responsibilities:Prepare, present, and implement customized financial plansAssist clients with annuities, life, long-term care, and managed moneyProvide financial planning advice to include investment, insurance, and retirementDevelop, manage, and retain strong client relationshipsMeet individual and team goalsSalary:Annually Forgivable Base Draw starting at $100KVariable Compensation Overrides for performanceBenefits:401k with generous matching100% employer paid insurance (health, vision, dental)Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and morePaid holidaysPTOHours:Monday-Thursday: 8am-5pm, Saturday: 8am-3pmIn officePresented by Advisor Talent SolutionsAdvisor 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.