This position is responsible for providing financial planning and investment management to new and existing clients by working with Executive and Associate Advisors.

• Prospecting for new clients through personal connections and networking
• Meet with clients and make financial plans and investment recommendations in their best interest
• Utilize and operate within GenWealth’s strategy
• Demonstrate a willingness to serve the team for the greater good
• Timely and effective communication with the Client Service Specialist (CSS) team
• Serve as the lead relationship manager with clients who fit our target market: near retirement or over $250,000 in investable assets
• Assist Executive Advisor with cases as needed
• If applicable, train and oversee the work of an Associate Advisor with accumulator clients
• Demonstrate the ability to confidently lead meetings with clients and consistently close business
• Meet the production threshold minimum of $250,000 in Gross Dealer Commission (GDC)

• Strong verbal, written, presentation, and interpersonal communication skills with clients and team members
• Excellent organizational, time management, and customer service skills
• Professional, reliable, consistent performance of tasks with a detail-oriented work ethic
• Excel working within a team on group projects and enjoy interaction with others
• Adept in numbers and financial concepts
• Actively look for ways to help clients and team members
• Coachable and regularly self-assess performance to make improvements
• Proficient in Microsoft Office programs
• Capable of learning industry-specific software

• High school or equivalent diploma
• 4 years or more of financial industry experience
• Currently holds the Series 7, Series 66, as well as health and life insurance licensures

A hybrid role that is responsible for providing a professional experience to clients and guests.

• Client Service Specialist
o Demonstrate a willingness to serve the GenWealth team for the greater good operating by the GW Standards
o Timely and effective communication with clients, advisors, and Pod
o Prepare and process paperwork for new and existing business
o Provide turnkey support and monitoring until each plan is fully implemented
o Provide excellent support and assistance to advisors and clients
o Answer service calls from clients and assist them with transactions or questions
o Schedule, prepare, and follow-up on annual reviews and confirm appointments as required
• First Impressions Specialist
o Proactively maintain a strong knowledge of industry and company systems
o Greet guests and clients professionally and warmly. Maintain cleanliness in all client-facing areas and the kitchen
o Document calls and manage workflows in Redtail and scan/upload new and existing client files
o Sort, distribute, package and/or send out mail in a timely manner. Perform clerical functions and data entry.
o Provide support by answering incoming phone calls for various offices directing calls to appropriate team members

• Strong verbal, written, presentation, and interpersonal communication skills with clients and team members
• Excellent organizational, time management, and customer service skills
• Professional, reliable, consistent performance of tasks with a detail-oriented work ethic
• Excel working within a team on group projects and enjoy interaction with others
• Adept in numbers and financial concepts
• Actively look for ways to help clients and team members
• Coachable and regularly self-assess performance to make improvements
• Proficient in Microsoft Office programs and capable of learning industry-specific software

• High school or equivalent diploma
• 2 years or more of financial industry experience
• Holds the SIE with S7TO or Series 7, Series 66 (or equivalent) and Life and Health insurance licensure OR is ready, willing, and able to acquire the aforementioned