Central Associate Advisor

The Central Associate Advisor role sits within a centralized team that directly manages a defined portfolio of clients. The position mainly uses remote interactions via telephone and electronic communications for sales and servicing, with periodic travel between seven offices along the Wasatch Front for in-person client meetings. You will conduct annual reviews, proactively pursue sales opportunities, and deliver superior client service. U.S. licenses for Series 65 and Life & Health are mandatory to fulfill the duties of this role.

Responsibilities

• Conduct regular client annual reviews
• Execute client service and transaction requests with efficiency and accuracy
• Achieve production goals by identifying and onboarding off-held assets with clients
• Continuously enhance clients’ retirement plans using The B.O.S.S. Retirement Blueprint
• Ensure all aspects of client retirement plans are executed
• Grow the client portfolio by requesting and pursuing referrals

Key Competencies

• Federal taxes related to Roth conversions
• Social Security
• Annuities
• Securities and portfolio management
• Excellent customer service
• Proficient in Microsoft Office
• Understanding of Mac IOS
• CRM experience preferred, not required
• Excellent written and verbal communication skills

Minimum Qualifications

• Bachelor’s degree preferred
• 2+ years of financial services experience with emphasis in customer service
• Utah Life and Health Licensed required
• Series 65 required (or equivalent)
• This position starts at a base salary of $70,000/year with commissions

Compensation and Benefits

• Base salary from $70,000 per year with commissions
• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Licenses and Certifications

• Life and Health Insurance License (Required)
• Series 65 (Required) or equivalent

Work Location and Schedule

Location: Lehi, UT 84048. This is a full-time, in-person role with travel between seven Wasatch Front offices for some client meetings.

Equal Opportunity Employer

Equal Opportunity Employer M/F/D/V