Job Description:

This person’s main duty is to meet one-on-one with existing clients. The ideal candidate for this role will be someone who enjoys building relationships and providing superior client service, always putting clients first. Initial duties include servicing existing clients, building client relationships and participating in client events. If you love being an advisor but don’t like finding new clients, this is the perfect role. Upon completion of successful training, you will be handed a book of clients and will continue to have more clients added to your book. This role is not responsible for sourcing new client relationships.

Key Traits:
• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• Team-oriented

Minimum Requirements:
• 2+ years of financial services required
• Series 65 or a combination of Series 66 and 7, with Life and Health Required
• Strong organizational, prioritization, interpersonal and management skills
• Excellent communication skills, both verbal and written
• Experience with Salesforce preferred

Position Responsibilities:
• Prepare, present and implement customized financial plans
• Assist clients with annuities, life insurance, long-term care and managing money
• Provide financial planning advice to include investment, insurance and retirement
• Manage and retain strong client relationships

Salary
$75,000 – $150,000 – Based on Experience

Paid Time Off
You are at your best when you have time to recharge.

Health Insurance
We offer a variety of options to support your health care needs.

Employee Incentives
We make sure to recognize and reward the people who go above and beyond!

Supportive Team Culture
We’ve created an environment that makes people enjoy coming into work. We listen to your ideas and cheer your growth.

Professional Development
Our employees have many opportunities to learn and grow in their professional role.

Flexibility and Autonomy
We trust our people to do their best without micromanagement.

Quarterly Team Lunches
This gives us a chance to relax, recharge and reconnect as a team.

Team and Family Gatherings Twice Annually
Anyone who is part of your family is part of the Guardian family.

Annual Holiday Bash
We end the year with a bang, celebrating your hard work!

Interested? Send us your résumé and cover letter to get started!