Financial Advisor

ViziRecruiter,LLC.; Chapin (SC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Open architecture platform

Job summary

RogueSearch is seeking a Financial Advisor to lead growth in the Huntsville market within a well-established bank's referral network. You will conduct client meetings, manage and grow accounts, and work closely with licensed bankers.

Ideal candidates have Series 7/66 (or 63/65) and life insurance licenses, with a background in financial advisory or wealth management, and strong relationship-building skills. This role offers internal collaboration and growth opportunities.

Qualifications

• Background in financial advisory or wealth management.
• Active Series 7, 66 (or 63 and 65), and life insurance license.
• Ability to explain complex financial strategies clearly.
• Strong relationship-building and communication skills.

Responsibilities

• Be present within assigned bank branches to build relationships and generate trust with both internal teams and clients.
• Conduct client meetings to manage and grow accounts, working independently and alongside licensed bankers.
• Coach, Mentor, and Support licensed bank employees - 90% of their production hits your grid.
• Meet and exceed sales goals while prioritizing the client’s best interests.
• Conduct group and one-on-one coaching sessions for bank partners.
• Host educational seminars to support business development.
• Cross-offer services like loans, estate planning, and deposit products.
• Maintain and deepen relationships through consistent follow-up.
• Act as a role model for doing what’s right for both clients and colleagues.

Skills

Relationship building

Communication skills

Client meetings

Coaching & mentorship

Education

Series 7 license

Series 66 license or 63/65

Life insurance license

Tools

Open architecture platform

Job description

Introduction

RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!

Overview

If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. A well-established bank is in major growth mode and looking for a confident Financial Advisor to lead their push into the Huntsville market. The role is tied to a referral network from multiple bank branches and an ongoing referral flow.
Required: Series 7, 66 (or 63 and 65), and life insurance license.

Highlights:

• Strong internal referral network and no competing advisors in the area
• Advisor-driven platform with open architecture
• Ideal for someone currently managing a mid- to large-sized book who is ready to grow

What you’ll do:

• Be present within assigned bank branches to build relationships and generate trust with both internal teams and clients
• Conduct client meetings to manage and grow accounts, working independently and alongside licensed bankers
• Coach, Mentor, and Support licensed bank employees - 90% of their production hits your grid

Responsibilities

• Meet and exceed sales goals while prioritizing the client’s best interests
• Conduct group and one-on-one coaching sessions for bank partners
• Host educational seminars to support business development
• Cross-offer services like loans, estate planning, and deposit productsMaintain and deepen relationships through consistent follow-up
• Act as a role model for doing what’s right for both clients and colleagues

Requirements

• Background in financial advisory or wealth management
• Active Series 7, 66 (or 63 and 65), and life insurance license
• Ability to explain complex financial strategies in simple terms
• Strong relationship-building and communication skills
• In-depth knowledge of investments, annuities, and holistic financial planning