Miller Retirement Group is a growing financial services firm that specializes in helping individuals nearing or in retirement protect and grow their wealth. They are seeking a motivated Lead Financial Advisor to provide expert guidance to clients, helping them achieve their financial goals through tailored investment strategies.
Responsibilities
- Develop personalized financial plans tailored to client needs
- Manage client portfolios, ensuring alignment with their long-term wealth management objectives
- Advise clients on cash management, asset allocation, and risk mitigation strategies
- Effectively convert qualified prospects into clients through consultative sales and relationship-building
- Conduct thorough financial analysis using advanced financial software and research tools
- Support sales efforts by presenting financial products and services that meet client needs
- Stay informed about market trends and conduct research to inform strategic planning decisions
- Maintain and update client information using the firm’s CRM system (Redtail)
- Confidence to speak publicly and lead seminars and workshops
Skills
- High School Diploma
- 1+ years experience
- License to sell securities preferred, including but not limited to series 65, 63, 66
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Demonstrates proficiency and confidence working across various platforms and operating systems
- Self-starter who takes initiative and works well independently
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Excellent communication; written and verbal
- Exhibits meticulous attention to detail and a commitment to accuracy
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
- Sales experience within the financial industry
- Additional financial designations like CFP, RICP, RMA, or similar designations
Benefits
- Health, dental and vision insurance
- PTO
- Retirement plan with 3% match
Company Overview
- Miller Retirement Group offers retirement planning and wealth management services through AE Wealth Management, LLC. It was founded in 2010, and is headquartered in Lawrence, Kansas, USA, with a workforce of 2-10 employees. Its website is https://millerretirementgroup.com.