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Lenox Advisors · 1 day ago

Financial Advisor San Francisco Bay Area (Associate Level)

Walnut Creek, CA

Full-time

Onsite

New Grad, Entry Level

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. The Financial Advisor role involves developing new client opportunities across the wealth management spectrum and maintaining strong client relationships through personalized advice and recommendations.

BankingConsultingCrowdfundingFinancial ServicesInsurance

Culture & Values

Hiring Manager

Irvin Hu

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

Qualification

SalesRelationship managementClient serviceWillingness to learnBachelor's degreeState Variable Life & Health LicenseFINRA licensingCommunication skillsInterpersonal skillsAccountabilityEmpathyUnique perspectiveMilitary backgroundFormer athletesExecutive leadershipTeamworkMotivated self-starterActive listeningResults-driven

Required

The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours – trust, teamwork, and accountability

Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs

A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals

Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in a language that clients understand

You're a results-driven, highly motivated, self-starter

Bachelor's degree and/or career changer

Ability to obtain, with training, State Variable Life & Health License and

FINRA licensing including Series 6 or Series 7, Series 63