Financial Adviser & LifeARC Solutions Architect

Abacus Intel; Orlando (FL); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Performance-based compensation

Job summary

LifeARC Advisers LLC seeks a results-driven Financial Advisor to grow a client base using LifeARC’S AI-driven planning tools. You will present tailored investment strategies, open client profiles per KYC standards, and maintain detailed Salesforce records.

The role blends advisory duties with relationship management. Ideal candidates have Series 65, a year of sales or financial services experience, and strong communication skills.

Qualifications

• Currently holds Series 65 license or willing to obtain within 90 days.
• Minimum 1 year experience in financial services or sales with goals met.
• Minimum 1 year in investments industry with product knowledge.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective written and verbal communication; builds trust quickly.
• Proven ability to listen and identify client needs.
• Proficient in Word, PowerPoint and Excel.

Responsibilities

• Handles inbound inquiries from LifeARC website leads.
• Positions LifeARC and Abacus Affiliates capabilities to clients.
• Collects client profile data per KYC procedures to open accounts.
• Serves as interim Financial Adviser with investment recommendations.
• Documents all client interactions in Salesforce accurately.

Skills

Analytical Thinking

Client Solutions Advisory

Emotional Intelligence

Education

Bachelor’s degree

Tools

Microsoft Word

PowerPoint

Excel

Job description

LifeARC Advisers LLC seeks a results-driven Financial Advisor to grow a client base using LifeARC’S AI-driven planning tools. You will present tailored investment strategies, open client profiles per KYC standards, and maintain detailed Salesforce records.

The role blends advisory duties with relationship management. Ideal candidates have Series 65, a year of sales or financial services experience, and strong communication skills.