Lead Financial Advisor - Dublin, CA

Lead Financial Advisor

Are you looking to expand your career and be a 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, then we would like to talk to you! E.A Buck Financial Services in Dublin, CA is seeking to add a Lead Advisor to our Team!

This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. At EA Buck we like to say Advisors Advise, we Advertise! If you don't like busywork and instead prefer to see productivity lead to profitability we look forward to speaking with you.

Key Traits:

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability

Minimum Requirements:

• College degree preferred
• 2+ years of financial service experience required
• Series 66 or 65 and Life and Health required
• Experience selling AUM and Annuities required
• Ability to bring a small book of business
• Strong organizational, prioritization, interpersonal and management skills
• Excellent communication skills; both verbal and written

Position 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

Salary:

• Annually Forgivable Base Draw starting at $100K
• Variable Compensation Overrides for performance

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

Hours:

• Monday-Thursday: 8am-5pm, Friday: 8am-3pm
• In office

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com