Financial Advisor - Ann Arbor, MI

<strong>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</strong>

Ann Arbor, MI

Rogue Search

<p>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</p> <p>During this time, we have found many recruitment Search Firms that are trying to hang on to outdated strategies, policies and logic that just doesn&rsquo;t make sense anymore including:</p> <ul> <li>The higher the level of search, the higher percentage fee you pay</li> <li>Fee Guarantee periods that don&rsquo;t exceed your own internal retention performance</li> <li>Don&rsquo;t partner with Human Resources, only work with Hiring Managers</li> </ul> <p><strong>Time for a change.&nbsp; Time to partner with RogueSearch</strong></p>

keywords: position summary,performance,organization,business development,develop,sales,goals,experience,insurance,motivate,communication,sales,knowledge

Full Time

Overview: <p>Senior Financial Advisor</p> <p>Ann Arbor, MI</p> <p>If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. This is an opportunity to step into a book of business and a referral network from multiple bank branches with local lead flow for growth. Must have a series 7, 66 (63 and 65), and insurance license.</p> <p>Highlights:</p> <ul> <li>Assigned an existing book of clients, smooth transition from existing Advisor</li> <li>Plug into the referral network from multiple bank branches</li> <li>Complete open architecture with an Advisor driven platform</li> <li>Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves</li> </ul>
Responsibilities: <ul> <li>Maintain presence within the bank to develop strong relationships and credibility with internal and external clients</li> <li>Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers</li> </ul> <p>Responsibilities:</p> <ul> <li>Serves as a coach and mentor for licensed bank employees</li> <li>Achieving sales goals while serving the client's best interests</li> <li>Plan and conduct individual and group coaching sessions with retail bank employees</li> <li>Conduct internal and external seminars to focus on business development and growth</li> <li>Prioritize client needs and introduce services such as loans, estate planning, deposits, etc...</li> <li>Recognize and reward achievement of goals</li> <li>Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience</li> <li>Post-appointment follow-up to maintain relationships and develop referrals from an existing client base</li> </ul>
Requirements: <ul> <li>Brokerage industry experience in an advisory capacity</li> <li>You will need a Series 7,66 (63 and 65) State insurance license</li> <li>Ability to motivate others in a team environment</li> <li>Demonstrated ability to simplify and communicate complex financial concepts</li> <li>Proven experience in building strong internal and external client relationships</li> <li>Highly developed knowledge of the securities business, investment products, and financial solutions</li> <li>Highly developed sales and presentation skills</li> </ul>