Investment Advisor
8420 W Dodge Rd #510, Omaha, NE 68114, USA
Req #2727
Friday, October 18, 2024
Alliant Insurance is hiring a Home Office (Investment) Advisor for our Senior Market Sales: Sequent Planning LLC office in Omaha, NE!
POSITION HIGHLIGHTS
- Full-time, benefits-eligible
- Hybrid: 4 days in office, 1 day remote
- Monday - Thursday 7:30am - 4:30pm, Friday 7:30am - 3:00pm
- Compensation is a combination of base salary + incentive
S UMMARY
Responsible for outside sales, supporting the national expansion of Sequent Planning, a registered investment advisor; including support for the Agency's Investment Advisory Representatives (IARs); and partnerships with independent insurance agents and agencies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Responsible for outside sales, which includes regularly meeting with clients and customers offsite (away from home office).
- Investment Advisory Representative Support: Support the IARs by creating financial plans utilizing the four software modules offered by Sequent: Total Social Security/ Tax Clarity/ Income ArchiTech/ and SmartRisk. Further supporting the IARs regarding research, questions and answers, and recommendations for investment strategies including the Sequent SmartRisk portfolios. Support to include: FactFinding with the end clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan; Answering client questions about financial plans and strategies and giving financial advice; Advising strategies for clients in investment planning, cash management, and insurance coverage (if applicable), and any other areas to help them reach financial objectives;
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan; Analyzing financial data received from clients to develop strategies for meeting clients' financial goals; Preparing or interpreting financial document summaries, investment performance reports and income projections for clients; Implementing financial plans or referring clients to professionals who can help them; Managing and updating client portfolios; and Contacting clients regularly to discover changes in their financial status.
- Partnership Support: Supporting the partner's business objective to either a) become or add a Sequent IAR to their existing business model or b) enter a referral arrangement and provide the full-range of IAR services (refer to IAR Support above) to that client base from the Home Office, which will include business trips to meet clients in person.
- IAR Care/Business Management: Act as a main point of contact and deal effectively with queries from IARs and other parties through effective communication; Manage and resolve IAR service issues; Establish and build strong relationships with IARs and attend client meetings with IAR if required; Assist with training needs of the IARs.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree required in Business or Finance preferred
Two (2) or more years in financial services industry or related field experience
Series 65 (FINRA Series 6/7 + Series 66) or CFP (Charter Financial Planner) required
Series 65 (FINRA Series 6/7 + Series 66) within 90 days
Life & Health License a plus
SKILLS
Working knowledge of financial planning/advisory services and insurance services industries.
Working knowledge of and ability to use job specific tools and terminology.
Working knowledge of financial calculations.
Knowledge of the securities industry, financial planning and investment management.
Knowledge of budgeting and financial management principles and procedures.
Knowledge of systems management.
Knowledge of general office forms, processes and procedures.
Knowledge of the general industry procedures, practices and terminology.
Knowledge of program and project management including outcomes, quality assurance, and satisfaction measurement and interpretation.
Working knowledge, understanding of and ability to use ancillary tools, such as Microsoft/Outlook, Word, Excel, PowerPoint, Adobe Acrobat and SharePoint.
Skill in negotiating and problem solving to resolve internal and external conflicts
Skill in the use of time management and organization skills.
Skill in maintaining effective working relationships with all customers, employees and the general public.
Skill in communicating workflow spikes and seeking assistance when necessary.
Skill and ability to identify opportunities for program and/or process improvement.
Skill and ability to understand the interactions with Partner firms.
Skill and ability to complete work in an efficient manner.
Ability to communicate effectively, both orally and in writing, in a constructive manner.
Ability to be a self-starter, motivated and accomplish goals and tasks within a given time frame.
Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.
Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.
Ability to engage in effective interpersonal interaction, verbal communication and written communication.
Ability to persuade.
Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.
Ability to understand product suite from Covisum (subsidiary of Senior Market Sales).
Ability to interpret reports and transaction listings from investment platforms.
Ability to maintain all company policies, including all confidentiality and safety policies.
Ability to actively contribute to team effort.
Ability to work independently, exercise independent judgment, make and execute decisions.
#LI-MH1
Other details
- Pay Type
Salary - Min Hiring Rate
$65,000.00 - Max Hiring Rate
$75,000.00
- 8420 W Dodge Rd #510, Omaha, NE 68114, USA
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