Wealth Advisor: Build Relationships & Grow Portfolios

Lenox Advisors; Walnut Creek (CA); On-site; USD 100,000 - 180,000; Full time

Job summary

Lenox Advisors in Walnut Creek, CA is seeking a results-driven Sales Professional to develop new client opportunities across wealth management including insurance, asset management, and estate planning. You will proactively build and maintain client relationships, present customized recommendations, and close sales while delivering trusted advice and exceptional service to earn referrals.

Working with a collaborative team, you will leverage training and licenses obtained with the firm to

Qualifications

• Proactive, professional, client-focused sales attitude.
• Willingness to obtain FINRA licenses with training provided.
• Excellent communication and relationship-building skills.
• Ability to engage multiple clients daily and close opportunities.
• Experience in financial services or wealth management is preferred.

Responsibilities

• 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 be 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.

Skills

Client relationship building

Active listening

Interpersonal communication

Sales and business development

Teamwork and collaboration

Self-motivation

Education

Bachelor's degree

Career changer

Tools

Licensing: Series 6/7/63

Job description

Lenox Advisors in Walnut Creek, CA is seeking a results-driven Sales Professional to develop new client opportunities across wealth management including insurance, asset management, and estate planning. You will proactively build and maintain client relationships, present customized recommendations, and close sales while delivering trusted advice and exceptional service to earn referrals.

Working with a collaborative team, you will leverage training and licenses obtained with the firm to