EBP Consulting LLC

WE ARE HIRING!!

Tired of being limited in your potential? Looking to learn the knowledge to get there? Unlimited growth and earning potential are offered at The Fortress Companies.

Jr. Advisor/Analyst

At The Fortress Companies we are building a family office environment for business owners, high income professionals, and families. We have multiple divisions that coordinate all insurances, offer complete wealth management, business value building, succession planning and exit planning. We are looking to grow! We are excited about recent business developments and are looking to expand into new and existing markets.

The Fortress Companies is currently seeking a Jr. Advisor/Analyst will help enter trades for custom portfolios daily, helping with technical research, learning technical analysis, advanced education mentorship, working directly with clients helping implement financial plans and strategies. Fortress is focused on helping clients from a team environment to ensure success.

What makes The Fortress Companies different? You will be working side by side with executive leaders to gain knowledge and skill in the financial industry. Helping to coordinate and construct plans with clients using a holistic approach. Opportunities for growth. Access to multiple technology and software programs.

PLANNING SUPPORT & RESPONSIBILITIES

Work with advisor on client accounts including but not limited to entering information into client financial plan, checking for accuracy on positions categorized, putting together proposals for financial planning, research trade info, update asset values, and run reports from database. Responsibilities include but are not limited to:

• Run research and execute trades, learning technical analysis from seasoned portfolio manager of 20+ years
• Oversee and support pre-client-meeting preparation and post-client-meeting processing.
• Attend client meetings; take, assemble, and transcribe notes relative to action items, tasks and decisions made during appointments.
• Monitor and follow up with all action items from client meetings
• Monitor and follow up with all work-related notes with members of staff, reps or clients

Required Experience/Skills
• At least two (2) years of financial services/insurance experience preferred, will consider less for right person
• SIE (or Series 6), Series 63, Series 65, or combined Series 66, Life/Health Insurance License - Preferable/Negotiable
• Committed to providing exceptional customer service
• High degree of comfort managing multiple tasks simultaneously
• Strong character and a positive attitude
• Proficient with Microsoft Office—especially Excel
• Experience with CRM systems, Redtail preferred
We have an Office Admin that would handle the appointments, scheduling, confirmations, and processing of completed paperwork for clients.

Hours flexible Monday – Friday
Compensation hourly + bonus/commission opportunities
Benefits negotiable

https://thefortresscompanies.com/

Super excited to be working alongside CEO and owner of The Fortress Companies! Helping owners build their unique vision is a passion I have developed in my last 30 years of Business Development. Big things are coming from Fortress stay tuned….

www.companies.com

Let 30 years of expertise drive results in your business.

Looking for Hiring Solutions? Contact EBP Consulting today! From simple low cost solutions to full recruiting we can help.

💔🇺🇸🙏

6 Month PrePaid Subscriptions | StreetwiseStudios Purchase a 6 month Intermediate or Professional level Subscription paid in advance, and get a Pro Green Screen Studio ABSOLUTELY FREE! Including a 4K Digital SLR Video Camera and Lens, Tripod, 3 piece Soft Box Studio Lighting Kit, Professional Microphone, and Green Screen Background! A $1200.00 Valu...

Peoria Power Partners Chapter of AmSpirit Business Connections AmSpirit Business Connections is a national organization that empowers its members to become more su

Client Services Administrator for in office position working for a growing Financial Planning family office. Starting part time with potential for full time. Flexible Monday-Friday schedule!

CALIBRATED BENEFITS GROUP IS HIRING!

Calibrated Benefits Group is an independent insurance agency located in Surprise, Arizona. Our firm specializes in customized major medical, voluntary health, accident and life insurance products for businesses. We have direct appointments with all the major insurance markets. We pride ourselves in exceeding our client’s expectations, every time. If you’re looking for a great work environment with advancement opportunities Calibrated Benefits Group may be the place for you.

We are looking for rock star agents to join our team in our Surprise, AZ location.

Why work for Calibrated?

Our mission is to foster the ongoing development of career-oriented professionals providing the tools and resources necessary for growth. Fully supported career-driven professionals get to leverage their experience and insights, learning on the job and advancing in their career, while contributing to company growth. We are proud to have a culture of professionalism and team work, that allows you to learn, grow, and more importantly enjoy what you do.

CULTIVATING PROFITABILITY, PRODUCTIVITY, PROFESSIONALISM AND LONGEVITY.

Qualifications:

Insurance Experience – Active AZ Health required. Insurance experience necessary. Life is not required but a plus.
Bilingual – Spanish a plus but not required.
Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment.
Communication – The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
Organization – Ability to plan and operate in a well-organized manner
Team Oriented – Ability to work as a part of a team, as well as maintain a positive attitude and good energy in the workplace.
Responsibilities:

Generate Leads via in person, phone call and virtual prospecting
Cross-sell additional lines of business to existing customers
Protect the best interests of both our clients and insurance company partners
Quote and sell policies!
Commission + Bonus

Serious full-time candidates only.

Must Be able to pass a Background Check

Someone who desires to be better than they were yesterday! You are in charge of your paycheck!