Client Services/Servicing Advisor
We are currently hiring for our Salt Lake County and Utah County office locations
The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability. The Client Services/Servicing Advisor will be pro-active and know how to follow through with sales opportunities while providing superior client service; always putting clients first.
Duties include, but are not limited to:
- Helping current families continually improve their customized financial plan by finding new opportunities
- Meeting with current families for Annual Reviews to ensure implemented plans are on track for their retirement goals
- Manage and maintain current client accounts
- Process and track service requests
- Develop, manage and retain strong client relationships
- Follow the developed company systems and processes
- Bachelor’s degree preferred
- 2 + years of financial services experience with an emphasis on sales
- Utah Life and Health Licensed required
- Series 65 required
- Proficient in Microsoft Office and have an understanding of Mac IOS
- Experience CRM preferred, but not required
*Pay: $50,000 per year base salary plus commission
B.O.S.S. Retirement Solutions and Advisors is a full service fiduciary financial firm that is focused on retirement planning. We have a winning culture and great team environment. B.O.S.S. Retirement Solutions has been on the Inc. 5000 list for 4 years in a row and earned Best of State in Utah for Retirement planning in 2019 and 2020 and Best of State 2020 in Investment Advisory Services.
Our corporate office is in Lehi, UT, with five additional offices across the Wasatch Front: Provo, South Jordan, Cottonwood Heights, Bountiful, and Ogden.
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
Equal Opportunity Employer M/F/D/V
To apply please send resume to: Melisa Bingham at email@example.com
Ready to Take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.