Broker Check

Join Our Team

About Us

We are a tight knit group that places a high value on the culture of our team. We are family and client focused. We work with our clients, through the planning process, to pursue their goals. The planning process allows us to find strategies to fit each individual goal.

Job Description: Advisor Associate

The Advisor Associate position is a licensed position that will provide client service support for the team. This position requires a high level of attention to detail and the ability to problem solve. Advisor Associate will work directly with Advisors in executing solutions for clients.

Requirements

  • Bachelor’s Degree
  • Hire must be able to pass Series 7 and 66 security licenses and the Nebraska health/life license, within 8 months of employment
  • Pass background check
  • Maintain confidentiality
  • Detail oriented

Roles/Duties

  • Handle client service work
  • Appointment preparation
  • Create insurance proposals
  • Create advisory proposals
  • Working with vendors to find client solutions
  • Develop expertise in given area