Client Acquisition Advisor
Summary
Financial Advisor role focused on client meetings and closing business—leads are pre-booked so you concentrate on advising. Requires 3-5 years experience, Series 65/66 or CFP certification, and client-facing skills. Office-based in Londonderry, NH with travel to events.
POSITION: Client Acquisition Advisor
Location: Londonderry, NH
FLSA Classification: Exempt
Who We Are
At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.
We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.
Position Summary
Due to significant growth, we are seeking an experienced Financial Advisor to join our team. In this role, you will focus solely on client interactions and closing business, as our dedicated marketing team will handle all prospecting, cold calling, and lead generation. Leads will be booked directly into your calendar, allowing you to concentrate on what you do best: meeting clients and providing outstanding service.
Key Responsibilities
- Engage with clients to understand their financial needs and develop customized solutions.
- Close new business opportunities without the burden of prospecting or marketing.
- Collaborate with our strong support team to enhance client service and satisfaction.
- Maintain up-to-date knowledge of industry trends and regulations.