Request a no-obligation meeting today with one of our B.O.S.S. Retirement Specialists to discuss your financial future and the possible role of insurance and investments in your financial strategy!
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If interested, please send resume to melissa@bossretirement.com
Home » Careers

B.O.S.S. Retirement Solutions is passionate about helping people achieve financial independence. Co-founders Ryan Thacker, President, and Tyson Thacker, CEO, are brothers and business partners and have co-written books, “B.O.S.S. Wealth Plan TM” and “the Wall Street Alternative”, and have shared their strategies for generating retirement income and maximizing taxes with thousands of people across the U.S. and Canada. Both have appeared on CNN, MSNBC, and NBC.

B.O.S.S. RETIREMENT SOLUTIONS OFFERS THE FOLLOWING SERVICES:

Retirement Income Planning
Tax Minimization Strategies
IRA & 401(k) Rollovers
Asset Protection


 
Life Insurance
Estate Planning
Wealth Accumulation - Securities
Annuities


 

B.O.S.S. Retirement Solutions hires a strong team of professionals to ensure clients receive all the assistance they need in developing their retirement income strategy and maintaining it throughout retirement. We currently have offices in Thanksgiving Park, Cottonwood Heights, and Bountiful.

Current Job Openings

Ass​ociate Advisor​​​​​​

Our well-established and growing financial firm is seeking to add an Associate Advisor to our Team! This Associate Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.

Responsibilities
• Prepare, present and implement customized financial plans
• Assist clients with annuities, life, long-term care & managed money
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage and retain strong client relationships
• Assist main Advisor with meeting individual and team goals

Key Traits:
• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability
• Strong organizational, prioritization, interpersonal & management skills • Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written

Minimum Qualifications

• College degree preferred
• 2 + years of financial services experience with an emphasis on sales
• Life and Health Licensed; Series 65 preferred
• Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
• Experience CRM preferred, but not required

If interested, please send resume to melissa@bossretirement.com 

Equal Opportunity Employer M/F/D/V
created 7/14/17

Contact Us Today!

Phone: (801) 990-5055

Email: info@bossretirement.com

Headquarter location:
3400 N Ashton Blvd
Suite 190
Lehi, UT 84043

Salt Lake office:
2825 E. Cottonwood Pkwy. Suite 380,
Salt Lake City, UT 84121

Bountiful office:
801 N. 500 W. Suite 100,
Bountiful, UT 84010

Our Focus
» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection
» Estate Planning
» Our Services
Resources
» Stay abreast of the stories and headlines that impact you. Check out the news about B.O.S.S. Retirement Solutions and other topics of interest.
» View our Library
Upcoming Seminars
» We’re committed to helping you make informed decisions about your financial future. View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
» Register for a Free Seminar

Privacy Policy Terms and Conditions

Advisory services offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services offered through B.O.S.S. Retirement Solutions.

B.O.S.S. Retirement Solutions uses generally available permanent life insurance and annuity policies and riders. A generally available permanent insurance policy and riders not only provide a substantial death benefit, but also may offer considerable living benefits and cash value.  Annuity products can create a guaranteed paycheck for life. B.O.S.S. Retirement Solutions, its employees and representatives are not authorized to give tax or legal advice.  Individuals are encouraged to seek advice from their own tax or legal counsel.  Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation for the purchase or sale of any insurance or annuity products. The B.O.S.S. Retirement Solutions System is recommended for educational purposes only.

Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. B.O.S.S. Retirement Solutions is not affiliated with the US government or any governmental agency.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.