Financial Advisor

RG&T Solutions; Florida; On-site; USD 80,000 - 120,000; Full time

Job summary

RG&T Solutions in Florida seeks experienced Financial Advisors to develop client relationships, provide tailored financial guidance, and support clients' goals including estate planning. You will collaborate with internal teams and external referral sources to meet revenue targets and drive growth in the Florida market.

You will conduct client meetings and annual reviews, stay informed about market trends, and engage with the community to expand the firm’s reach and reputation.

Qualifications

• Bachelor’s degree from an accredited institution.
• Licenses: Series 7, and either 66 or 63/65; Life & Health insurance certification.
• Strong consultative sales and business development skills.
• Excellent written and verbal communication skills.
• Financial certifications are encouraged.

Responsibilities

• Develop and strengthen client relationships via internal and external referral networks.
• Conduct client meetings, reviews, and adapt strategies based on financial objectives.
• Coordinate with teams such as Financial Planning, Brokerage, Trust, Insurance, and Family Office to deliver comprehensive service.
• Promote the firm’s value proposition and advice-based services to stakeholders.
• Engage in community activities to support business growth.

Skills

Client relationships

Consultative sales

Business development

Communication

Team coordination

Education

Bachelor's Degree

Tools

Series 7

Series 66/63/65

Life & Health Insurance Certification

Job description

Role Overview

We seek experienced Financial Advisors to develop client relationships, provide tailored financial advice, and support clients' financial goals and estate planning needs. You will collaborate with internal teams and external referral sources, conduct client meetings and annual reviews, and stay informed about market trends. Success involves driving growth, achieving revenue targets, and fostering business development through community engagement.

Responsibilities

• Develop and strengthen client relationships via internal and external referral networks.
• Conduct client meetings, reviews, and adapt strategies based on financial objectives.
• Coordinate with teams such as Financial Planning, Brokerage, Trust, Insurance, and Family Office to deliver comprehensive service.
• Promote the firm’s value proposition and advice-based services to stakeholders.
• Engage in community activities to support business growth.

Qualifications & Skills

• Minimum 4+ years in the Financial Services industry.
• Bachelor’s Degree from an accredited institution.
• Licenses: Series 7, and either 66 or 63/65; Life & Health insurance certification.
• Strong consultative sales and business development skills.
• Excellent communication (written and oral) skills.
• Financial certifications are encouraged.