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Associate Financial Advisor

Company: Howard Bailey Financial, Inc.
Location: Fort Wayne
Posted on: October 12, 2019

Job Description:

We're Growing--Join Us!Get Your Career Started Off Right-We'll Help!
Would your best friend describe you as the ultimate go-getter? You're intentional, client service driven, administratively superior, self-motivated and you find fulfilment in supporting others. Is the ability to help and serve others a top priority for you? You possess a high degree of integrity. Do you love working on a team and building relationships? Then, our well established and growing financial firm would like to talk to you! What sets Howard Bailey apart is that our Financial Advisors are provided leads and therefore, they can spend their time focusing on helping the client--rather than finding them. During the course of an Associate Advisor's professional development, they 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 learning, building relationships and consultative sales. This person will be a firm advocate of FOLLOW UP, FOLLOW UP, FOLLOW THROUGH. They understand that providing superior client service is absolutely what sets them (and us) apart from other financial firms. Initial duties include learning the relationship building process and also document processing, servicing existing clients, client relationship building, researching the marketplace, ensuring that clients are aware of products that best meet their needs and then helping to secure the sale. Minimum Requirements: --- College degree REQUIRED --- 2+ years of financial services experience with an emphasis on sales--ABSOLUTELY REQUIRED --- Life and Health Licensed; Series 65 preferred --- Strong organizational, prioritization, interpersonal & management skills --- Strong mathematical and analytical skills --- Excellent communications skills; both verbal and written --- Proficient with MS Office Suite (Excel, Word & Power point) Position Responsibilities: --- Document preparation/processing--- Performance review preparation --- Assist clients with annuities, life, long-term care & managed money --- Develop, manage and retain strong client relationships --- Contribute to meeting individual and team goals ---Assist the Financial Advisor in preparing, presenting and implementing customized financial plans Key Traits: --- Strong initiative --- High emotional IQ--- Glass half full mentality --- Unstoppable level of persistence--- High personal emphasis on learning and development --- An entrepreneurial perspective to build client base --- Belief that you can sell anything to anyone
BUT it's not all about what we want-it's also about what we would like to offer you!
Our team members are more like family. We seek to ensure that we are honoring their commitment to the firm as much as we do our clients. We currently offer competitive compensation, health insurance, 401K, Life, Disability and PTO. In addition, we have a work hard/play hard atmosphere. When we are not serving our clients, you may find us chatting about the daily morning brainteaser, grabbing lunch together or enjoying a company-sponsored spa day as a reward for doing an awesome job. We certainly recognize that our team members are what make our continued growth possible!

Keywords: Howard Bailey Financial, Inc., Fort Wayne , Associate Financial Advisor, Accounting, Auditing , Fort Wayne, Indiana

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