5-7 years of experience in financial advisory or related field
Strong networking and client relationship skills
Ability to develop financial solutions based on client needs
Proven marketing and business development capabilities
Self-motivated with a goal-oriented mindset
Responsibilities
Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Conduct needs analysis and provide tailored financial solutions
Engage in ongoing professional development with peers
Contribute to a collaborative team environment
Benefits
Opportunities for mentorship and professional growth
Flexibility in work-life design
Supportive culture that values teamwork and accountability
Access to resources from a large, established company
Focus on innovation and growth
Full Job Description
Job Description
If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch.
As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.
How will you build your practice?
You will...Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients
Provide financial solutions through fact gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Who do you need to be?
A strong relationship-builder who takes a client-first approach
A proven networker and marketer (alt: "connector of people")
A dedicated worker: independent, self-motivated and goal oriented
