Job Description:

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 Central Advisor is part of a centralized team that directly manages a defined portfolio of clients. Interactions will largely be remote through telephone and electronic communications for sales and servicing.  Travel between 7 office locations along the Wasatch Front will also be required for some in-person meetings. This position conducts annual reviews, proactively follows through with sales opportunities while providing superior client service. Licenses for both Series 65 and Life & Health Insurance are mandatory to complete the duties of the role.

 Duties include, but are not limited to:

·     Conduct regular client annual reviews

·     Execute client service and transaction requests with efficiency and exactness

·     Achieve set production levels through identifying and onboarding off-held assets with clients

·     Continually improve the clients’ retirement plans utilizing The B.O.S.S. Retirement Blueprint

·     Ensuring all aspects of client retirement plans are executed

·     Growing the portfolio of clients through asking for and meeting with referrals

CriticalCompetencies

·     Federal taxes relating to Roth Conversions

·     Social Security

·     Annuities

·     Securities and portfolio management

·     Excellent customer service

·     Proficient in Microsoft Office

·     Have an understanding of Mac IOS

·     Experience with CRM preferred, not required

·     Excellent written and verbal communication skills

 MinimumQualifications:

·     Bachelor’s degree preferred

·     2 + years of financial services experience with an emphasis in customer service

·     Utah Life and Health Insurance License required

·     Series 65 required (or equivalent)

Equal Opportunity Employer M/F/D/V

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