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The companies listed are looking for you, an experienced, seasoned professional who knows how to hold down the fort. Good luck on your journey to finding your next career. BTW, this is a new program for SecondActWomen and we are seeking companies to supply openings on this page. By mid-October, this page should have many more listings for you!

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LOTUS Financial Partners

https://www.lotusfinancialpartners.com

Posted: 07-20-2022

Title: Associate Advisor

Salary: Compensation could include salary, bonus, commission and fee revenue. Estimated Year 1 could be 45,000 with significant upside potential

Onsite/Remote: Hybird

Location: Lakewood Colorado

Role Type: Full-time

Apply At: https://www.lotusfinancialpartners.com

Application Deadline: September 1, 2022

Job Description:

Responsibilities will include but are not limited to:

Client Acquisition:

  • Assisting with online marketing and business development strategies

As needed assist with client operations & daily office support

  • Coordination of client review meetings and appointments, including some pre- and post-meeting work.
  • Work with client and advisor to complete paperwork needed to open and maintain accounts and assist with client-related requests and account service inquiries.
  • Filing, scanning, copying, shredding, and other office duties as needed

Essential Skills

  • Welcoming demeanor with strong interpersonal and telephone communication skills
  • Ability to provide high level of service and compassion to clients and other team members
  • Demonstrated proficiency in Microsoft Office
  • Strong organizational skills
  • Ability to handle confidential information in a professional manner
  • Dedication to high quality of work and significant attention to detail
  • Desire and ability to develop new skills

Additional Skills Preferred, but not Required

  • Previous experience in CRM database management (i.e. Act, Salesforce.com, MS Dynamics, Redtail, Infusionsoft, Hubspot, etc.).
  • Creative and marketing design experience and skills a plus but not required
  • Insurance licenses and sales experience a plus.  (Life, Disability, and LTC)

Other Requirements

  • 1-2 years previous experience in the financial services industry.
  • Must pass basic background and credit check. You will also be required to be fingerprinted per financial regulatory requirements.

This special hybrid role could include benefits of: Paid time off for holidays and 10 additional days of paid time off that can be used as vacation or sick time, flexibility in schedule to accommodate life and family needs as well as some access to work remotely from home as agreed upon with supervising advisor and office manager.  Access to a retirement plan is available, and professional training & development is also included. Health insurance soon to also be available