Financial Advisor

RoShay Services; Bella Vista (AR); On-site; USD 70,000 - 100,000; Full time

Job summary

RoShay Services is seeking a Financial Advisor to develop client relationships, provide advice on financial planning, estate planning, and investment solutions. The role collaborates with internal teams and external referral sources to deliver comprehensive financial guidance.

Responsibilities include driving market growth, articulating the firm's value proposition, and conducting client meetings and annual reviews to adapt strategies as goals evolve.

Qualifications

• 4+ years of experience in the Financial Services industry.
• Bachelor's Degree from an accredited institution.
• Required licenses: Series 7, and either 66 or 63/65; Life & Health certifications preferred.
• Strong consultative sales skills and a proven ability to develop business.
• Excellent communication skills, both written and oral.

Responsibilities

• Drive market growth, revenue, and profitability.
• Communicate the firm's value proposition and service offerings effectively.
• Develop and nurture client relationships through referrals and community engagement.
• Coordinate with teams including Financial Planning, Brokerage, Trust, Insurance, and Family Office.
• Conduct client meetings, annual reviews, and adjust strategies based on evolving financial goals.
• Stay informed about market trends and investment options.

Skills

Client relationship development

Consultative sales

Excellent communication

Education

Bachelor's Degree

Tools

Series 7

Series 66/63/65

Life & Health licenses

Job description

Role: Financial Advisor, responsible for developing client relationships, providing advice on financial planning, estate planning, and investment solutions, and collaborating with internal and external referral sources.

Responsibilities

• Drive market growth, revenue, and profitability.
• Communicate the firm's value proposition and service offerings effectively.
• Develop and nurture client relationships through referrals and community engagement.
• Coordinate with teams including Financial Planning, Brokerage, Trust, Insurance, and Family Office.
• Conduct client meetings, annual reviews, and adjust strategies based on evolving financial goals.
• Stay informed about market trends and investment options.

Qualifications

• 4+ years of experience in the Financial Services industry.
• Bachelor's Degree from an accredited institution.
• Required licenses: Series 7, and either 66 or 63/65; Life & Health certifications preferred.
• Strong consultative sales skills and a proven ability to develop business.
• Excellent communication skills, both written and oral.