5-7 years of experience in finance or related fields
Strong interpersonal and networking skills
Client-focused with a proven track record in relationship management
Ability to work independently and stay motivated
Willingness to engage in ongoing professional development
Responsibilities
Establish and nurture client networks for referrals
Maintain long-term relationships with clients to foster trust
Conduct needs analysis to deliver tailored financial solutions
Participate in mentorship programs with experienced associates
Engage in continuous learning and skill development
Benefits
Align with a trusted and accountable team culture
Drive meaningful change in clients' financial lives
Flexible work-life balance supported by a large organization
Opportunities for professional growth and career advancement
A transparent and innovative company environment
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.
You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you:
The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork and accountability.
Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind
Follow a well-defined career path that integrates education with mentorship and teaming opportunities
Transparency, honesty, and clarity as the fundamental ingredients of partnership
A culture of innovation that embraces growth and the changes that come with it
Flexibility to design the life you want, backed by the security of a large, established company like ours
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
