Advisor Talent Solutions · 22 hours ago
Lead Financial Advisor - Pleasanton, CA
Pleasanton, CA
Full-time
Onsite
Mid, Senior Level
2+ years expAdvisor Talent Solutions is part of the AE Management, LLC family of companies, supporting independent advisor businesses with their hiring needs. They are seeking a Lead Financial Advisor who will meet with clients to build financial plans and develop long-term relationships while providing superior customer service.
AdviceConsultingStaffing Agency
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
Qualification
Required
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
Preferred
College degree preferred
Experience with CRM preferred
Benefits
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
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase