Financial Advisor- RIA Firm- Phoenix, AZ

Advisor Talent Solutions•Phoenix, AZ

About The Position

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy Financial Group in Phoenix, AZ is seeking to add a Financial Advisor to the Team! The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor. Key Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive ability

Requirements

College degree preferred
3+ years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)

Nice To Haves

Experience with Redtail/CRM preferred, but not required

Responsibilities

Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managing money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist the main Advisor with meeting individual and team goals