Job Description

FINANCIAL ADVISOR

OVERVIEW

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 professionals, 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 Sales Professionals, 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.

RESPONSIBILITIES

WHAT YOU’LL BE DOING:

• Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
• Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
• Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
• Network regularly with existing clients and referrals to build relationships and gain referral business.
• Be your clients’ main point of contact and accountable for responding to their questions and concerns.
• Be part of a broader team all working together to build client loyalty through a “one team” approach.

QUALIFICATIONS

WHAT WE’RE LOOKING FOR:

• 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.
• Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
• A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
• Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand.
• Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
  • Sales, business development, or relationship management
  • Executive leadership
  • Former athletes
  • Military background
  • You’re results-driven, highly motivated, self-starter
• Bachelor's degree and/or career changer
• Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66

Company Description

A small group with big plans started in 1999 has now become a premiere wealth advisory firm with a national presence. Lenox began with the unified vision of our managing partners, Michael Book, Greg Large and Rick Van Benschoten — to help our clients navigate the complexities of managing wealth. By providing objective advice and creating comprehensive plans, Lenox has become a single-source wealth management firm. The unprecedented success of Lenox Advisors caught the attention of NFP Corp., which acquired the firm in 2002. With the strength and resources of NFP, Lenox Advisors has experienced unprecedented growth and now includes offices in five locations (New York, Stamford, Chicago, Los Angeles and San Francisco) and continues to deliver the same customized solutions now as we have since our inception. Driven by the notion of what is best for clients, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clientele. As their advocate, we take the time to deeply understand their goals and values and then develop strategies to help protect and preserve their wealth. Backed by a team of highly trained professionals, our advisors have access to a broad range of financial solutions to assist you: Financial Planning Asset Management Insurance & Risk Management Employee Benefits Executive Benefits By building comprehensive plans where all the elements are working in unison, we can help them achieve what matters most — a strong financial future.