Associate Financial Planning Advisor
Meek Rainey Group - St. Louis, MO

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Are you looking for an opportunity to challenge yourself, expand your career and utilize excellent customer service in working with clients? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, and going the extra mile, then we would like to talk to you! Our well established and growing financial firm has been helping people achieve their financial dreams since 1987. Due to consistent growth, our St. Louis, MO office is seeking to add an Associate Financial Planning Advisor to the Team! This is a great opportunity to be a part of a successful team and grow both personally and professionally.This Associate Financial Planning Advisor will have the opportunity to meet one on one with their own 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. This Advisor has enough leads to support an Associate Advisor. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. Minimum Requirements: College degree; preferably a Bachelor's degree 2 + years of financial services experience with an emphasis on sales Life and Health Licensed; Series 7 65; Series 6, 63 preferred in addition Strong organizational, prioritization, interpersonal management skills Strong mathematical and analytical skills Excellent communications skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word Power point) Experience with CRM preferred, but not requiredPosition 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 Assist main Advisor with meeting 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 abilityPresented by Meek Rainey Group, LLCThank you for your interest in the Associate Advisor role. Meek Rainey Group, LLC, a consulting firm located in Olathe, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!Due to the volume of response to our postings - please do not contact the office or email us individually. The best way to be considered for this position will be to apply to this posting with your resume. We are dedicated to responding to each applicant in a timely manner.

Keywords: Financial Advisor, Finance, St. Louis, Missouri, Clients, Sales, Advisor, Financial Planner

Meek Rainey Group - 21 months ago - save job
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