Lead Financial Advisor
E.A. Buck Financial ServicesHighlight
Summary
About the Role
About You
- 2+ years of financial service experience required.
- Series 66 or 65 and Life and Health licenses required.
- Experience selling AUM, Annuities, and Life required.
- Strong organizational, prioritization, interpersonal, and management skills.
- Excellent communication skills; both verbal and written.
- Proficient with MS Office Suite.
- College degree preferred.
- Ability to bring a small book of business.
- Experience with CRM preferred.
Benefits
- 401k with generous matching.
- 100% employer paid insurance (health, vision, dental).
- Eligibility to enroll in health savings account (HSA) and flexible savings account (FSA).
- Paid holidays.
- PTO.
At E.A. Buck we believe in informing and helping clients create a strategic action plan through our unique five step E.P.I.C. process. Our E.P.I.C. planning involves the one-on-one engineering of your financial goals and it is exclusive to E.A. Buck clients. The focus is on integrating structure, tax efficiency, and tools to create the most comprehensive planning experience. E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies, MAS and AEWM are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance Services in all solicitations of insurance.