Financial Advisor

Maggi Tax Advisory Group Inc; Florida; On-site; USD 51,000 - 61,000; Full time

Benefits offered by this job

401(k) + Company Match

Medical

Vision

Long-Term Disability

Short-Term Disability

Life Insurance

PTO + Paid Holidays

Job summary

Maggi Tax Advisory & Financial Group in Oldsmar, FL is seeking a motivated Financial Advisor to deliver comprehensive financial planning and investment management for a growing client base. You will work with senior advisors to develop tailored strategies and grow the firm’s presence.

The role requires Series 65 and Life/Health licenses, 2+ years of experience, and a strong commitment to client service. A competitive base salary with commission and a supportive, entrepreneurial environment

Qualifications

• Investment licensure: Series 65 or equivalent (Required).
• Life & Health Insurance licensure (Required).
• 2+ years of experience in financial planning or investment advisory services (Required).
• A high level of professionalism and a commitment to client service (Required).
• High school diploma (Required).

Responsibilities

• Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections.
• Hold client and prospective client meetings to provide support and ensure follow-up on action items.
• Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients.
• Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives.
• Help grow the firm’s client base through consumers activities and company-funded marketing efforts.
• Support marketing and business development initiatives, including vendor research.
• Stay current on industry trends, financial products, and regulatory requirements.
• Provide support to existing clients by answering inquiries and performing account service requests.

Skills

Client service mindset

Professionalism

Education

High School Diploma

Series 65 license

Life & Health Insurance license

Job description

Maggi Tax Advisory & Financial Group is a boutique financial planning, tax, and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. As we continue to grow, we are opening a new office location in Oldsmar, FL! We are seeking a motivated and detail-oriented Financial Advisor to join our team.

As we continue to grow, we are seeking a motivated and detail-oriented Financial Advisor to join our team who will work closely with senior advisors to support the delivery of comprehensive financial planning and investment management services. This role is ideal for someone who has prior Financial Advising experience, is passionate about helping consumers achieve their financial goals, and has an entrepreneurial mindset.

Why Join Us?

• You’re feeling capped where you are now and want independent opportunities
• We are a growing firm looking to have someone grow in success with us
• Opportunity to work in a collaborative and supportive environment.
• Mentorship and professional development opportunities.
• Competitive base salary plus a lucrative variable compensation model.
• Marketing budget and top-notch administrative support.

Key Responsibilities:

• Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections
• Hold client and prospective client meetings to provide support and ensure follow-up on action items
• Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients
• Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives
• Help grow the firm’s client base through consumers activities and company-funded marketing efforts
• Support marketing and business development initiatives, including vendor research
• Stay current on industry trends, financial products, and regulatory requirements
• Provide support to existing clients by answering inquiries and performing account service requests
• All other duties as assigned

The Expertise We Are Looking For

• Investment licensure: Series 65 or equivalent (Required)
• Life & Health Insurance licensure (Required)
• 2+ years of experience in financial planning or investment advisory services (Required)
• A high level of professionalism and a commitment to client service (Required)
• High school diploma (Required)

What’s In It For You

• Pay: $5,000 Monthly Draw + Commission/Fee Structure
• PTO + Paid Holidays
• 401(k) + Company Match
• Medical
• Vision
• Long-Term and Short-Term Disability
• Life Insurance
• Career Growth and Professional Development Opportunities

Check Us Out!

• 401(k)
• 401(k) matching
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Vision insurance

Experience:

• Financial Planning: 2 years (Required)

License/Certification:

• Life & Health Insurance License (Required)