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Associate Financial Advisor

Remote · USA Full-time New today

Sullivan Financial Advisors is a 20+ year-old business specializing in holistic financial planning. They are seeking an Associate Financial Advisor to reputed company client interactions and maintain relationships while ensuring effective financial planning processes.

Responsibilities

  • Meeting Prep + Follow-up
  • reputed company on Foundational + Emerging Clients
  • reputed company on employee education for 401(k) Plan Clients
  • Client Financial Data + Model
  • Inbound Client (Response) Communication
  • Maintain & Build Client Relationships
  • Prospect reputed company Clients
  • Act as liaison between advisory and operations departments
  • Prep and conduct existing client review meetings
  • Identify additional opportunities reputed company existing clients
  • Prospect reputed company 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
  • reputed company 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 reputed company agent commission
  • Paid NYSE holidays
  • PTO bank + paid birthday off
  • 401(k) with safe reputed company company contribution
  • Health/reputed company/dental insurance with H.R.A. employer contribution
  • Company provided yoga on Friday afternoons during business hours

Company Overview

  • Sullivan Financial is a Registered Investment Advisory (RIA) Firm by design. It was founded in 2002, and is headquartered in Essex, Connecticut, USA, with a workforce of 2-10 employees. Its website is https://sullfin.com.
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