Investment Advisor Representative

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Investment Advisor Representative

Overview:

B.O.S.S. Retirement Solutions is passionate about helping people achieve financial independence.  Co-founders Ryan Thacker, President, and Tyson Thacker, CEO, are brothers and business partners and have co-written books, “B.O.S.S. Wealth Plan TM” and “the Wall Street Alternative”, and have shared their strategies for generating retirement income and maximizing taxes with thousands of people across the U.S. and Canada.  Both have appeared on CNN, MSNBC, and NBC.

B.O.S.S. RETIREMENT SOLUTIONS OFFERS THE FOLLOWING SERVICES:

Retirement Income Planning                          Life Insurance

Tax Minimization Strategies                          Estate Planning

IRA & 401(k) Rollovers                                 Wealth Accumulation – Securities

Asset Protection                                              Annuities

B.O.S.S. Retirement Solutions hires a strong team of professionals to ensure clients receive all the

assistance they need in developing their retirement income strategy and maintaining it

throughout retirement.

We currently have offices in Thanksgiving Park, Cottonwood, and Bountiful.

Job Description:

Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with the company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first.  Initial duties include meeting with prospects to understand their needs and provide retirement solutions through strategic planning.  Service existing clients.  Follow up with prospects & existing clients to continually build client relationships and close business.  Participation in public seminars to include presentation of information or introducing the presenting Advisor.

Responsibilities

• Prepare, present, and implement customized financial plans

• Assist clients with annuities, life, long-term care & managed money

• Provide financial planning advice to include investment, insurance & retirement

• Develop, manage, and retain strong client relationships

• Meet individual and team goals

Key Traits:

• Strong initiative

• Positive attitude

• Ability to market to local clients

• Persistence

• An entrepreneurial perspective to build client base

• Persuasive ability

• Strong organizational, prioritization, interpersonal & management skills • Strong mathematical and analytical skills

• Excellent communications skills; both verbal and written

Qualifications

  • Bachelor’s degree preferred
  • 5 + years of financial services experience with an emphasis on sales
  • Life and Health Licensed
  • Series 65
  • Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
  • Experience CRM preferred, but not required

Equal Opportunity Employer

M/F/D/V

created 2/12/18

Location: Lehi, UT
Apply for this Position
Apply at: https://boss-retirement-solutions-llc.prismhr-hire.com/job/61605/investment-advisor-representative