Lead Financial Advisor

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 Greenwood Village, CO 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.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, Annuities and Life requiredAbility to bring a small book of businessStrong organizational, prioritization, interpersonal and management skillsStrong mathematical and analytical skillsExcellent communication skills; both verbal and writtenProficient with MS Office SuiteExperience with CRM preferredPosition 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 DrawVariable 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-Friday, 8am-5pmIn office: Lakewood, CONote: Only people who are currently living in Colorado will be considered for this rolePresented 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 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 apply today!