Job Details
If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life and that of everyone you touch.
As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.
Who we are:
Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.
With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children s college education, etc.
You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you.
The Lenox brand represents a caring, creative, and passionate family of professionals. It s important that your values align to ours trust, teamwork and accountability.
Make an impact on people s lives, and the communities you care for by providing paths to financial stability and peace of mind.
Follow a well-defined career path that integrates education with mentorship and teaming opportunities.
Transparency, honesty, and clarity as the fundamental ingredients of partnership.
A culture of innovation that embraces growth and the changes that come with it.
Flexibility to design the life you want, backed by the security of a large, established company like ours.
How will you build your practice?
You will Establish networks and cultivate referrals
Develop and maintain long-term relationships with clients.
Provide financial solutions through fact gathering and needs analysis
Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates
Who do you need to be?
A strong relationship-builder who takes a client-first approach
A proven networker and marketer (alt: connector of people )A dedicated worker: independent, self-motivated and goal oriented
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Qualifications
- Bachelor's degree in Finance or related field
- Strong understanding of the investment business
- Excellent interpersonal skills