Client-Focused Financial Advisor | Leads Provided

Better Talent; Florida; On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Paid time off

Health insurance

401k matching

Job summary

Fellowship Financial Group in Maitland, FL, is seeking an experienced Financial Advisor focused on client engagement and closing new business without cold calling. The role benefits from our marketing team's lead generation and scheduling tools to fill your calendar with qualified prospects.

You will provide tailored financial guidance, build lasting client relationships, and collaborate with marketing and support teams to ensure exceptional client experiences.

Qualifications

• 3-5 years of experience as a Financial Advisor.
• Series 65, 66, and/or CFP, Insurance certifications are preferred.
• Proven track record of building client relationships and closing business.

Responsibilities

• Engage with clients to assess their financial goals, needs, and risk tolerance.
• Develop and present customized financial and retirement strategies.
• Close new business opportunities with leads provided directly to you.
• Collaborate with our marketing and support teams to ensure seamless client experiences.
• Stay current on industry regulations, trends, and best practices.
• Maintain accurate client information using our CRM and technology tools.

Skills

Interpersonal skills

Communication skills

CRM proficiency

Microsoft Office

Tools

CRM systems

Microsoft Office

Job description

Fellowship Financial Group in Maitland, FL, is seeking an experienced Financial Advisor focused on client engagement and closing new business without cold calling. The role benefits from our marketing team's lead generation and scheduling tools to fill your calendar with qualified prospects.

You will provide tailored financial guidance, build lasting client relationships, and collaborate with marketing and support teams to ensure exceptional client experiences.