Financial Advisor

Synectics Inc.; Florida; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Subsidized medical, dental, and vision

401(k) match

Disability and life insurance

Non-qualified deferred compensation

Awards trips & conferences

Job summary

Synectics Inc. seeks entrepreneurial financial advisors to build and manage their own wealth management practice for individuals and businesses. You will have access to a dedicated support staff, a broad range of financial products, and no proprietary product sales requirements.

You will work with successful practitioners in a culture that values independence, career equity, and a lasting advisory legacy, with opportunities for open architecture and comprehensive education.

Qualifications

• FINRA licenses (Series 7 and 66) required or ability to obtain.
• CFP designation or pursuing it.
• Entrepreneurial mindset with ability to build client relationships and grow a practice.

Responsibilities

• Develop and manage a growing wealth management practice for individuals and businesses.
• Provide comprehensive wealth management solutions aligned with clients' goals.
• Collaborate with support staff and leverage open architecture with no proprietary product requirements.
• Build career equity and establish a lasting professional legacy for self and clients.

Skills

Client relationship building

Entrepreneurial mindset

Business development

Strong work ethic

Education

CFP designation

Series 7 & 66 licenses

Job description

• Work with an organization recognized by Florida Trend as one of the "Best Companies to Work For" for 8 consecutive years and by the Orlando Business Journal and South Florida Business Journal as a "Best Place to Work" in 2020.


• Access a broad range of financial products and services without restrictive proprietary product requirements.


• Apply your background, experience, and expertise to help individuals and businesses achieve their financial goals.


• Build your own practice, establish career equity, and create a lasting professional legacy.


• Enjoy a work-life balance culture that promotes independence and minimizes micromanagement.

Why Join Us?

• Work with an organization recognized by Florida Trend as one of the "Best Companies to Work For" for 8 consecutive years and by the Orlando Business Journal and South Florida Business Journal as a "Best Place to Work" in 2020.


• Access a broad range of financial products and services without restrictive proprietary product requirements.


• Apply your background, experience, and expertise to help individuals and businesses achieve their financial goals.


• Build your own practice, establish career equity, and create a lasting professional legacy.


• Enjoy a work-life balance culture that promotes independence and minimizes micromanagement.

About The Opportunity

We specialize in comprehensive wealth management solutions tailored to the unique needs of individuals and businesses. We are looking for candidates who are entrepreneurially minded, with client-facing certainty.

Our Advisors have access to a dedicated support staff to help process business more efficiently and thoroughly, along with a multitude of competitive products and services, including insurance, investments, and fee-based financial planning. There are no proprietary product sales requirements.

You will work with individuals who have successful, growing practices. We maintain a strong culture within our tight-knit offices and look for unique individuals who are worth devoting significant time and resources toward helping them grow. We offer open architecture, no proprietary product requirements, highly credentialed advisors, and the business judgment to help advisors take their practice to the next level.

We cater to each individual and customize benefits and compensation packages based on experience.

What We Offer

• Specialization in practice growth and helping advisors become more sophisticated in their practices.


• Comprehensive onboarding, training, and education from experienced practitioners.


• Mentoring relationships, joint work, support, and collaboration.


• Access to succession planning tools and guidance for the future.


• Competitive benefits, including:


• Subsidized medical, dental, and vision insurance


• 401(k) match


• Company-sponsored long- and short-term disability coverage and life insurance


• Non-qualified deferred compensation for top-performing advisors


• Local, national, and international awards trips and conferences

Qualifications And Ideal Candidate Profile

The ideal candidate will have:

• A business-owner mindset, strong work ethic, growth ambition, and the ability to execute business initiatives.


• The ability and willingness to cultivate long-term client relationships.


• An interest in building equity in their career rather than solely growing a corporate bottom line.


• A combination of confidence, competitiveness, humility, and willingness to learn from others.


• A strong commitment to success for themselves, the team, and their clients.


• FINRA licenses, including Series 7 and Series 66, or the ability to obtain them.


• Advanced professional designations, such as Certified Financial Planner (CFP), or the ability to pursue them.