FINANCIAL ADVISOR

Tcgrecruit; Fort Myers (FL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Paid training and referrals

Comprehensive benefits

Job summary

The Carlisle Group has been retained to find a Financial Advisor in Fort Myers, FL. This role targets professionals with 5+ years of B2B or B2C sales and a proven record of achieving goals.

The position offers paid training and mentorship to transition into financial services. You will develop holistic financial solutions, engage clients, and work with a wealth-management team to grow the client base while maintaining compliance.

Qualifications

• 5+ years of B2B or B2C sales experience with a track record of meeting/hitting goals.
• Strong communication and interpersonal skills.
• Ability to build and maintain client relationships and manage accounts.
• Willingness to learn and participate in paid training and mentorship.

Responsibilities

• Provide expert guidance to meet clients' financial planning needs across retirement, investment, estate, and education funding.
• Develop holistic financial solutions aligned with clients' goals and risk tolerance.
• Communicate market trends and financial products with clients and colleagues.
• Meet with clients to determine objectives, income, expenses, and assets; tailor plans accordingly.
• Collaborate with tax, legal, and insurance professionals to implement comprehensive roadmaps.

Skills

B2B/B2C sales

Communication skills

Relationship building

CRM software

Tools

CRM software

Job description

Are you highly motivated, looking for a change in industries, and ready to kickstart a rewarding career? Our client is looking for a professional with 5+ years of B2C or B2B sales experience with a demonstrated record of success in hitting and exceeding their goals.

What our client is looking for:

• Driven & Adaptable: You possess an intense work ethic and thrive in fast-paced environments.
• Ready to Pivot: No direct background in the financial industry is required. Your transferable skills matter more to our client. Our client invests in career changers and provides complete mentorship.
• People-Focused: You have strong communication and interpersonal skills.
• Eager to Learn: You welcome continuous training, coaching, and professional growth.
• Engage Clients: Build relationships and manage day-to-day accounts or client needs.
• Learn the Trade: Master our client’s proprietary processes through their paid training program.
• Drive Results: Meet team goals and hit performance milestones.
• Collaborate: Work closely with peers and leadership to optimize daily performance.

Are you highly motivated, looking for a change in industries, and ready to kickstart a rewarding career? Our client is looking for a professional with 5+ years of B2C or B2B sales experience with a demonstrated record of success in hitting and exceeding their goals.

What our client is looking for:

• Driven & Adaptable: You possess an intense work ethic and thrive in fast-paced environments.
• Ready to Pivot: No direct background in the financial industry is required. Your transferable skills matter more to our client. Our client invests in career changers and provides complete mentorship.
• People-Focused: You have strong communication and interpersonal skills.
• Eager to Learn: You welcome continuous training, coaching, and professional growth.
• Engage Clients: Build relationships and manage day-to-day accounts or client needs.
• Learn the Trade: Master our client’s proprietary processes through their paid training program.
• Drive Results: Meet team goals and hit performance milestones.
• Collaborate: Work closely with peers and leadership to optimize daily performance.

Our client offers:

• Paid Training and Referrals: Opportunity to learn, grow, and transition to a new career opportunity while earning income.
• Comprehensive Benefits: Medical, Dental, Vision, HSA contribution, 401k matching, PTO, STD, LTD, and Group Life.
• Compensation: Three-year bridge salary with incentivized income from an annuitized business model.

The Carlisle Group has been retained to find a Financial Advisor. Our client is a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God’s resources. This organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy. This position is located in Fort Myers, FL.
They were founded in 1990. The headquarters is in Lancaster, PA. They also have offices in FL (Fort Myers, Naples, and Tampa), and NY (Binghamton and Corning). They oversee approximately $1.2B in assets under management and provide all types of services to include wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy. This opportunity is available due to growth at the firm.

Essential Duties and Responsibilities:

• Provide expert guidance to meet the financial planning needs of individuals and businesses, including retirement, insurance, investment, estate, business planning, and education funding.
• Develop holistic financial solutions by understanding clients’ goals and visions to put them on a path to financial success.
• Communicate with clients about financial products and market trends, supported by the firm’s network of financial specialists.
• Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets.
• Offer strategic advice on investments, insurance coverage, and debt management tools.
• Secure products, establish accounts, and move money in compliance with regulations.
• Perform market research to stay current with financial trends with our Faithward Capital team.
• Prepare financial documents such as income projections and investment reports.
• Review client accounts regularly to adjust plans as needed due to personal or financial changes.
• Analyze market performance, investments, and client data to develop strategies for financial goals.
• Execute accurate reporting for sound analysis and recommendations.
• Regularly contact clients to understand changes in their financial status and answer questions about financial plans and strategies.
• Implement financial plans or refer clients to other professionals for additional support.
• Respond to phone calls, texts, and e-mails in a timely fashion.
• Build and maintain client bases, keep financial plans up-to-date, and continually grow the portfolio of new clients.
• Identify and pursue potential clients to sustain a strong client base.
• Attend networking meetings, ask for referrals for new clients.
• Utilize the firm’s wealth management team to guide advisory services.
• Collaborate with client service team, tax, legal, and insurance professionals to develop comprehensive financial roadmaps.
• Maintain compliance with financial industry rules and regulations.
• Continue professional development through classes, workshops, webinars, and associations.
• Follow and adhere to Company policies, procedures, and guidelines.
• Be willing to learn about the industry and help us maintain and grow firm’s marketplace position.
• Attend business meetings and training as required.
• Perform other administrative tasks and special projects assigned.

Position Requirements and Skills:

• Maintain a professional attitude and appearance.
• Possess the ability to connect with a variety of personalities.
• Live out Faithward Formula.
• Exhibit strong leadership skills – leads by example and helps motivate others to do their best.
• Utilize extremely strong phone skills – high energy and passion for helping others.
• Be a team player who thrives working with a tight-knit company where their activities directly affect the bottom line.
• Be enthusiastic about providing the best possible customer service for clients and customers.
• Possess a roll up your sleeves, and all hands-on deck mentality to cross functional tasks and assignments.
• Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally.
• Possess strong relationship management and the ability to drive multiple tasks to completion successfully.
• Be a resourceful team player and a positive “can-do” attitude.
• Ability to work in a fast-paced environment.
• Think and act like an entrepreneur and take an ownership mentality in all that is done in this position.
• Be detail oriented and helpful.
• Perform accurate data entry within specified time frames.
• Possess the ability to use or quickly learn specific CRM and other business software.
• Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization.
• Possess excellent organization, problem solving, and planning skills.
• Demonstrate excellent time management skills and ability to adhere to schedules/deadlines.
• Be dependable and safety oriented.
• Ability to work some nights and weekends as needed.
• Maintain a good attendance record and travel as required.

Experience (preferred or required):

• 5+ years of B2B or B2C sales experience (will pay for training and the necessary licenses).
• Experience with professional networking, sales, and/or lead generation.
• Skilled relationship-builder required.
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required.
• Personal integrity and an ability to maintain the confidentiality of company and client information required.
• Knowledge of the securities, insurance, and mutual fund industries preferred.
• Experience with financial planning and CRM software preferred