Financial Advisor - Los Angeles

Lenox Advisors, Inc.; Los Angeles (CA); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

Lenox Advisors, Inc. in Los Angeles is seeking experienced Sales Professionals to develop new client opportunities across wealth management, including insurance, asset management, and retirement planning.

You will build strong client relationships, provide tailored recommendations, and work with a collaborative team to grow assets and referrals. Strong communication, a client-service mindset, and relevant licenses (SIE, Series 7/66) are preferred for success.

Qualifikationen

• Strong interpersonal and communication skills with the ability to engage, listen, empathize, ask questions, and respond clearly.
• Results-driven, motivated, and a proactive self-starter who thrives in a sales environment.
• Bachelor's degree or career changer with willingness to learn and obtain licenses.

Aufgaben

• Proactively establish, develop, and maintain strong client relationships.
• Engage with new and existing clients daily to understand goals and present tailored recommendations.
• Build client loyalty through exceptional service and trusted advice, generating referrals.
• Network regularly to grow relationships and referral opportunities.
• Be the main point of contact for clients and respond to questions and concerns as part of a collaborative team.

Kenntnisse

Interpersonal communication

Active listening

Client engagement

Self-starter

Results-driven

Ausbildung

Bachelor's degree

Jobbeschreibung

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.

Responsibilities

What you’ll be doing:

• Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
• Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
• Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
• Network regularly with existing clients and referrals to build relationships and gain referral business.
• Be your clients’ main point of contact and accountable for responding to their questions and concerns.
• Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications

What we’re looking for:

• The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork, and accountability.
• Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
• A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
• Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand.
• Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
• Sales, business development, or relationship management
• Executive leadership
• Former athletes
• Military background
• You’re results-driven, highly motivated, self-starter
• Bachelor's degree and/or career changer
• Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66