Financial Advisor / Sales Professional

Lenox Advisors is a Wealth Management firm that offers a full-range of financial solutions serving the needs of high net-worth individuals, families and companies. Since many of our clients receive advice from multiple sources (CPA, attorney, stockbroker, private banker, insurance agent, etc), they ask us to take a leading role coordinating the advice from each professional and then implementing it so it is all working together.

Lenox Advisors provides comprehensive financial planning and wealth management solutions to 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 financial planning, investments, tax planning, asset allocation, risk management, insurance, retirement planning and estate planning.

• 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 financial goals and objectives and their short term financial 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 in order to build relationships and gain referral business.
• You will be your clients’ main point of contact and are accountable for responding to their questions and concerns.
• Be part of a broader team that includes our Partners and Senior Leadership Team all working together to build client loyalty through a “one team” approach.

• The Lenox brand represents a caring, creative and passionate family of professionals. It’s important that your values align to ours – trust, team work and accountability.
• 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.
• Well-developed relationship building and presentation skills sufficient to convey detailed information requiring interpretation to highly knowledgeable clients, professionals and business groups within the community.
• Developed knowledge of investment and insurance solutions.
• Minimum two to five years of experience in sales with a proven track record.
• FINRA licensing including Series 6 or Series 7, Series 63 and State Variable Life & Health License.