Relationship Financial Advisor

Sullivan Financial Advisors, a 20+ year-old business whose purpose is about life at maximum potential, welcomes you. We specialize in holistic financial planning , our sweet spot. If you want to belong to a team that does that well every day, this company’s a great fit for you.

You’ll love coming to work every day if you get, want, and have the capacity to do:

• Meeting Prep + Follow-up
• Lead on Legacy + Emerging Clients
• Lead on employee education for 401(k) Plan Clients
• Maintain Client Financial Data + Modeling
• Inbound Client (Response) Communication
• Maintain & Build Client Relationships
• Prospect Qualified Clients
• Act as liaison between advisory and operations departments

You’ll have success here if you value clear processes and feel qualified to do the following things:

• Prep and conduct existing client review meetings
• Identify additional opportunities within existing clients
• Prospect within identified client profile through our internal marketing process

Requirements:

• Life/disability Insurance and Series 65 (or equivalent) investment licenses
• Hold a bachelor’s degree and have CFP(R) Designation
• Demonstrate an ability to verbalize and write with confidence and clarity
• Excel in working with team members and working individually
• Proven sales track record
• Soft people skills

Our company runs on EOS. That means as a member of this team, you will have a leader who:

• Gives clear directions
• Makes sure you have the necessary tools
• Acts with the greater good in mind
• Delegates appropriately
• Takes time to truly understand your role and how you can help the company
• Makes their expectations clear
• Communicates well
• Has effective meetings
• Meets one-on-one with you quarterly or more, if needed
• Rewards and recognizes your performance

You will love it here if these things resonate with how you show up:

● Doesn’t Give Up.

● Positive + Fun

● Problem Solver / Innovative

● Great With People / Client-Centric

● Eager (to grow + jump in)

● Empowered

● Sees it through to the end

This role offers an annual salary ($80,000 - $120,000) + bonus compensation package, based on experience and aligned with industry standards. Benefits package includes paid NYSE holidays, PTO bank + paid birthday off, 401(k) with safe harbor company contribution, health/vision/dental insurance with H.R.A. employer contribution.