Client Engagement Advisor

Our client is a boutique financial services firm in Kansas City, known for providing personalized attention and tailored solutions to their clients. They are looking for a driven and fully licensed Advisor to join their team. This individual will spend 75% of their time seeking out new business opportunities and 25% servicing existing clients. The ideal candidate is comfortable working in a boutique environment and understands the value of building long-term client relationships.Key ResponsibilitiesProactively identify and pursue new business opportunities to grow the firm's client baseBuild and maintain relationships with potential clients, understanding their financial goals and needsProvide exceptional service to existing clients, offering personalized financial solutionsPresent and explain financial products, such as investment and retirement plans, to potential clientsCollaborate with internal teams to ensure seamless onboarding and service deliveryHandle client inquiries and concerns, ensuring satisfaction and trustMaintain a positive mindset and resilience in the face of rejection while continually seeking new business leadsQualificationsFully licensed with Series 7Proven ability to generate new business and build lasting relationshipsStrong communication and interpersonal skillsAbility to thrive in a boutique firm environment and appreciate a personalized approach to client servicesComfortable with rejection and able to remain persistent in pursuit of new businessSelf-motivated with a strong work ethicCompensation & Benefits$90,000 - $110,000 base salaryTotal compensation: $135,000 - $185,000 (including performance-based incentives)Boutique firm atmosphere with personalized attention and close-knit team cultureHealth and wellness benefits packageOpportunities for professional development and growth within the firm

Created: 2024-11-10