Investment Advisor Representative

B.O.S.S. Retirement Solutions; Saint George (UT); On-site; USD 70,000 - 110,000; Full time

Job summary

B.O.S.S. Retirement Solutions seeks an Investment Advisor Representative to deliver personalized investment advisory services and develop tailored financial plans for retirees and pre-retirees.

You will guide clients on wealth management strategies and retirement planning while building trusted relationships across our Utah offices. The role requires 4+ years in financial services, a Bachelor’s degree, and licenses (State Insurance, Series 65 or 7/66).

Qualifications

• Bachelor’s degree required.
• 4+ years of financial services experience.
• State Insurance License required.
• Series 65 license required (or 7/66 combo).

Responsibilities

• Provide personalized investment advisory services and develop tailored financial plans.
• Assist clients with annuities, life insurance, long-term care & managed portfolios.
• Develop, manage and retain strong client relationships.
• Meet individual and team goals through defined processes and procedures.
• Attend weekly meetings via Zoom.

Skills

Financial planning

Client relationship management

Analytical skills

Communication skills

Education

Bachelor's Degree

Tools

Excel

Microsoft Word

Database Management

Job description

B.O.S.S. Retirement Solutions specializes in assisting retirees and pre-retirees in developing comprehensive retirement strategies through investment and insurance products. With multiple office locations across Utah, Washington, Arizona, and Idaho, our firm is dedicated to helping clients achieve their financial goals during retirement through expert guidance and innovative planning.

Job Summary

We are seeking a knowledgeable and proactive Investment Advisor Representative to join our team. In this role, you will provide personalized investment advisory services, develop tailored financial plans, and ensure clients receive expert guidance on wealth management for retirement. The ideal candidate will possess a strong foundation in financial concepts, industry regulations, and client relationship management to support our mission of delivering exceptional retirement solutions.

Duties

• Help families by reviewing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)
• Assist clients with annuities, life insurance, long-term care & managed portfolios
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage, and retain strong client relationships
• Meet individual and team goals through following set processes and procedures
• Attend weekly meetings via zoom
• 100% Accountability – Always takes 100% ownership for results and outcomes
• Abundant growth mindset – Possesses determination and commitment to improving self in all areas of life from personal to professional
• Openness to feedback and ideas – Often solicits feedback and reacts calmly to criticism or negative feedback
• Persistence – Demonstrates tenacity and willingness to go the distance to get something done
• An entrepreneurial perspective to help families
• Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling
• Strong organizational, prioritization, interpersonal & management skills
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written
• Teamwork – Reaches out to peers & cooperates with supervisors for collaborative working relationships

This position offers an opportunity for dedicated professionals passionate about helping clients secure their financial futures through comprehensive investment advisory services. We welcome candidates committed to ethical standards, continuous learning, and delivering exceptional client service.

Minimum Qualifications

Bachelor’s Degree required

4+ years of financial services experience

Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.

• Industry knowledge
• State Insurance License - Required
• Series 65 License – Required (or 7/66 combo)