Company: Euclid Financial Services LLC
Posted on: May 14, 2022
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
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.
Series 65 or Series 66 - Mandatory
Health Life Insurance Licenses - Mandatory
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
Clear daily tasks of tracking and reporting, calls and meet company
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.
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
Qualified Client Appointments
Health insurance - Waiting period - Full Time Employees Only
Qualified Financial Bonuses
Qualified Bonus Corporate Vacations
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
Keywords: Euclid Financial Services LLC, Providence , Financial Advisor, Accounting, Auditing , Providence, Rhode Island
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