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Financial Advisor

Company: Euclid Financial Services LLC
Location: Providence
Posted on: May 14, 2022

Job Description:

Financial Advisor
Euclid Financial Services is New England's go to financial experts. We work with clients in New England and the Midwest, as a leading wealth and insurance advisory firm providing solutions for business, individuals, and retirees. The firm's only objective is keeping individuals, at the center of all that they do, while fostering a collaborative environment in which everyone can contribute, develop relationships, and further build our communities.
EFS has an unfailing weekly flow of new prospects that are seeking retirement clarity which is unique to EFS through "The Retirement Factory" our National Radio Show, TV and Referral Programs. We specialize in Wealth Management, Retirement Income Planning, Medicare Planning, Tax Reduction Planning and Legacy Planning for individuals or retirees.
EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client's unique financial situation. While in our corporate office each advisor provides value to the clients through their unique strengths. This collaboration creates a level of synergy not found anywhere else.
Being a part of EFS Advisors team, you can expect to make a difference in the lives of others and your own career. We believe in hiring and promoting hard-working, talented professionals. So, if you're a go-getter with a passion for helping others, we'd love to get to know you.
Education:

Bachelor's (Preferred)
Series 65 or Series 66 - Mandatory
Health Life Insurance Licenses - Mandatory
Responsibilities:

Work with clients to help them visualize, timeline and plan out financial goals in discovery conversations
Assess clients' assets, liabilities, and overall financial conditions in effort to plan their retirement.
-Conduct meetings, semi-annual reviews to ensure client's needs are being met.
Clear daily tasks of tracking and reporting, calls and meet company sales expectations.
What you can expect from EFS:
You will have consistent support. Whether it's through teaming up with a senior advisor, or providing you with tools to track your goals, results, and business practices, Euclid Financial Services is committed to your success.
Requirements:

Certification or in process of certification in CFP, RICP
Ability to work at a high energy level within a team while still delivering quality client experience.
Experience in leading client review meetings
Experience and ability to bring in new clients after proposals

Benefits:

Advisor Salary
Qualified Client Appointments
Health insurance - Waiting period - Full Time Employees Only
401k
Short-Term DI
Accident Insurance
PTO time
Qualified Financial Bonuses
Qualified Bonus Corporate Vacations

Company's website:

www.euclidfs.com

Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Keywords: Euclid Financial Services LLC, Providence , Financial Advisor, Accounting, Auditing , Providence, Rhode Island

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