Lead Financial Advisor

E.A. Buck Financial Services; Seattle (WA); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

401k with generous matching

100% employer paid insurance (health, vision, dental)

Paid holidays

PTO

Eligibility to enroll in HSA and FSA

Job summary

E.A. Buck Financial Services is seeking a Lead Financial Advisor to join their team in Seattle, WA. The ideal candidate will excel in building strong client relationships and providing superior service while developing financial plans tailored to client needs. This role offers the opportunity to work with a robust marketing engine and enjoy a supportive work environment with comprehensive benefits.

Qualifications

• 2+ years of financial service experience required.
• Series 66 or 65 and Life and Health required.
• Ability to bring a small book of business.

Responsibilities

• Prepare, present, and implement customized financial plans.
• Assist clients with annuities, life, long-term care, and managed money.
• Develop, manage, and retain strong client relationships.

Skills

Strong initiative

Persistence

Strong organizational skills

Excellent communication skills

Education

Series 66 or 65 and Life and Health

2+ years of financial service experience

Tools

MS Office Suite

CRM

Job description

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Are 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 Seattle, WA 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.

• Strong initiative
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• 2+ years of financial service experience required
• Series 66 or 65 and Life and Health required
• Experience selling AUM, Annuities and Life required
• Ability to bring a small book of business
• Strong organizational, prioritization, interpersonal and management skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with MS Office Suite
• Experience with CRM preferred

Position Responsibilities:

• Prepare, present, and implement customized financial plans
• Assist clients with annuities, life, long-term care, and managed money
• Provide financial planning advice to include investment, insurance, and retirement
• Develop, manage, and retain strong client relationships
• Meet individual and team goals
• Annually Forgivable Base Draw
• Variable Compensation Overrides for performance
• 401k with generous matching
• 100% employer paid insurance (health, vision, dental)
• Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
• Paid holidays
• PTO

Hours:

• Monday-Friday, 8am-5pm
• In office: Seattle, WA

Presented 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!

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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