Associate Financial Advisor
Sullivan Financial Advisors is a 20+ year-old business specializing in holistic financial planning. They are seeking an Associate Financial Advisor to lead client interactions and maintain relationships while ensuring effective financial planning processes.
Responsibilities
- Meeting Prep + Follow-up
- Lead on Foundational + Emerging Clients
- Lead on employee education for 401(k) Plan Clients
- Client Financial Data + Model
- Inbound Client (Response) Communication
- Maintain & Build Client Relationships
- Prospect Qualified Clients
- Act as liaison between advisory and operations departments
- Prep and conduct existing client review meetings
- Identify additional opportunities within existing clients
- Prospect within identified client profile through our internal marketing process
Skills
- Life/disability Insurance and Series 65 (or equivalent) investment licenses
- Hold a bachelor's degree and have completed a CFP Board-Registered Program (or be near completion)
- Demonstrate an ability to verbalize and write with confidence and clarity
- Excel in working with team members and working individually
- Proven sales track record
- Soft people skills
Benefits
- Annual bonus based on individual production (net AUM flows for client segments served, new clients brought in, and insurance production)
- Overall company performance
- Specific life insurance/annuity bonus will be a % of base agent commission
- Paid NYSE holidays
- PTO bank + paid birthday off
- 401(k) with safe harbor company contribution
- Health/vision/dental insurance with H.R.A. employer contribution
- Company provided yoga on Friday afternoons during business hours
Company Overview