Career Opportunities

 

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
Tax Minimization Strategies
IRA & 401(k) Rollovers
Asset Protection
Life Insurance
Estate Planning
Wealth Accumulation - Securities
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 Heights, and Bountiful.

Current Job Openings

Ass​ociate Advisor​​​​​​

Our well-established and growing financial firm is seeking to add an Associate Advisor to our Team! This Associate Advisor 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 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.

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 ability
• Strong organizational, prioritization, interpersonal & management skills • Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written

Minimum Qualifications:

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

If interested, please send resume to melissa@bossretirement.com

Equal Opportunity Employer M/F/D/V

 

 

Office Assistant

The Office Assistant is a full-time position responsible for building connections and trust with clients and managing the office.  The Office Assistant role is a vital to the success of the business and providing support to the Advisors of the office.   This individual will be involved in many details of the business requiring high-level time management, organizational skills, and providing an amazing experience for clients of B.O.S.S. Retirement Solutions. As we are growing, the position will also require the ability to be adaptable to change.  The Office Assistant Position is based out of our Bountiful, Utah location.

Responsibilities:

Include but are not limited to:

  • Greeting clients
  • Prep documents for client appointments
  • Screen inbound calls
  • Seminar Management
  • Calendar Management
  • Appointment Confirmation/follow-up
  • Tracking/ordering supplies
  • Attend weekly meetings at Corporate office in Lehi, UT
  • Attending all company events and seminars

Minimum Qualifications:

  • Bachelor’s degree preferred (in lieu of Bachelor’s degree, must have 4 years of experience in related field)
  • Minimum of 1-year experience in customer service
  • Minimum of 1-year experience in professional office setting
  • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
  • Must be available to work full-time hours: Monday-Friday 8:30 am- 5:30 pm

 

If interested, please send resume to melissa@bossretirement.com

Equal Opportunity Employer M/F/D/V

 

Client Relations Coordinator

The Client Relations Coordinator is a full-time position responsible for building connections and trust with potential clients who have expressed interest in the retirement services B.O.S.S. Retirement Solutions provides. As these connections are made, a Client Relations Coordinator is to keep Retirement Advisors calendars filled with qualified appointments utilizing a combination of marketing strategies and systems.   The Client Relations Coordinator is located at our Corporate office in Lehi, UT.

Responsibilities:

- Outbound calls

- Seminar Management

- Administration of client concierge program

- Consistent prospect/client mailings, such as newsletters and emails

- Calendar Management

- Appointment Confirmation Calls

- Prospect follow-up

- Tracking marketing strategies

- Attending all company events and seminars

Minimum Qualifications:

  • Bachelor’s degree preferred
  • Minimum of 6 months of experience in sales and 6 months of experience in customer service
  • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
  • Must be available to work full-time hours: Monday-Friday 8:30 am- 5:30 pm

 

Equal Opportunity Employer M/F/D/V

 

 

 

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