At GenWealth Financial Advisors, you will not only work at one of the leading financial planning firms in the mid-south, but you’ll also work with an amazing team of advisors, client service specialists, marketers, and team leaders.
So how do we find the best? Some key ingredients include a leadership team that really cares, an intense interview process (we don’t hire just anyone!), team members who strive for excellence, and a common mission to help people. We hire great people to keep our company strong.
A role responsible for providing a professional experience to clients and guests by proactively maintaining the flow and efficiency of guest visits and appointments entering GenWealth.
• High school or equivalent diploma
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
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
And by the way, we’re not stuffy and corporate around here. We protect our culture and care about your work environment. Our leadership really communicates and listens!
