B.O.S.S. RETIREMENT
Career Opportunities


Come Join our Team!

Investment Advisor Representative 

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 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 while providing superior client service; always putting the clients first.  This position is for our Ogden, Utah office location.

Responsibilities

  • Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)
  • Assist clients with annuities, life insurance, long-term care & managed portfolios
  • Provide financial planning advice to include investment, insurance & retirement
  • Develop, manage, and retain strong client relationships
  • Meet individual and team goals through following set processes and procedures
  • Participate in public seminars to present financial information and/or to introduce the presenter

 

Critical Competencies:

  • 100% Accountability – Always takes 100% ownership for results and outcomes
  • Strong initiative/Proactive – Act without being told what to do. Generate innovative approaches to

problems

  • Abundant growth mindset – Possesses determination and commitment to improving self in all areas of
    life from personal to professional
  • Openness to feedback and ideas – Often solicits feedback and reacts calmly to criticism or negative

feedback

  • Tracking individual progress and performance to meet and surpass minimum expectations
  • Persistence – Demonstrates tenacity and willingness to go the distance to get something done
  • An entrepreneurial perspective to help families
  • Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling
  • Strong organizational, prioritization, interpersonal & management skills
  • Teamwork – Reaches out to peers & cooperates with supervisors for collaborative working relationships
  • Strong mathematical and analytical skills
  • Excellent communications skills; both verbal and written

Minimum Qualifications:

  • Bachelor’s Degree required
  • 5+ years of financial services experience
  • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
  • Industry knowledge
  • Utah Insurance License - Required
  • Series 65 License - Required

Overview:

B.O.S.S. Retirement Solutions is a fast-paced, full service 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 for the last 4 years in a row and has earned Best of State 2019 and 2020 in Utah for Retirement planning.

 

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.

Our corporate office is in Lehi, UT, with five additional offices across the Wasatch Front: Provo, South Jordan, Cottonwood Heights, Bountiful, and Ogden.

This position is for our Ogden office location.

To apply please send resume to:  Melisa Bingham at mbingham@bossretirement.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.

Or give us a call at 801.990.5055.