Financial Advisor

Liberty Personnel Services, Inc.; Tampa (FL); On-site; USD 80,000 - 100,000; Full time

Job summary

Join a dynamic and rapidly growing wealth management practice where your skills are valued. As a Financial Advisor, you will provide clients with thoughtful financial guidance, engage in business development, and manage client relationships. This role offers a competitive compensation package, including base salary, performance bonuses, and a comprehensive benefits package. If you are passionate about helping clients achieve their financial goals and thrive in a collaborative environment, this opportunity is perfect for you.

Benefits

Comprehensive benefits package

401k plan

Generous paid time off

Professional development opportunities

Qualifications

• 5+ years of direct client interaction experience in investment advising.
• Must possess FINRA Series 7, 63, 65, and SIE certifications.

Responsibilities

• Craft and execute a strategic business development plan to attract new clients.
• Deliver effective presentations to maximize business development impact.

Skills

Client Relationship Management

Business Development

Investment Research

Financial Planning

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Tools

CRM Systems

Trading Platforms

Job description

6 days ago Be among the first 25 applicants

Financial Advisor

Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded. As a Financial Advisor, you'll be an essential member of our team, providing clients with experienced and thoughtful financial guidance.

Job Details:

Financial Advisor

Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded. As a Financial Advisor, you'll be an essential member of our team, providing clients with experienced and thoughtful financial guidance.

Enjoy a competitive compensation package that includes a base salary, performance bonuses, full benefits, and numerous professional development opportunities.

Key Responsibilities:

• Craft and execute a strategic business development plan to attract new clients.
• Engage with leads, prospects, and existing clients to uncover financial needs.
• Deliver effective presentations to maximize business development impact.
• Oversee seamless client onboarding and financial planning implementation.
• Collaborate with the Operations team to efficiently open accounts and transfer assets.
• Build and nurture client relationships through expert advice and financial education.
• Schedule and conduct regular client meetings to review financial plans.
• Coordinate with the CIO to align investment strategies with client risk tolerances.
• Ensure compliance with marketing and sales specifications.
• Utilize technology platforms including CRM, trading, and money movement systems.
  
  

Qualifications:

• A minimum of 5 years of direct client interaction experience in investment advisor
• Bachelor’s degree required; Finance or Business degree preferred.
• Must possess FINRA Series 7, 63, 65, and SIE certifications.
• Experience with investment research, trade rebalancing, and performance reporting.
• If you are able to bring a book of business with you, this would be ideal!
  
  

Benefits Include:

• Competitive salary with revenue sharing and bonuses.
• Comprehensive benefits package and 401k plan.
• Generous paid time off and company holidays.
• Opportunities for professional development and community engagement.
  
  

We embrace diversity and provide equal employment opportunities to all employees and applicants. We do not sponsor H-1B visas at this time.

Apply:

To APPLY, email [e-mail] or click the Apply button below.

Please add me on LinkedIn - https://www.linkedin.com/in/kriskieres/

Kris Kieres

Liberty Personnel Services

484-238-1976

[e-mail]

Employment type

Full-time

Experience

Associate, Senior Associate

Job function

Accounting, Finance, Customer Service, Client Service

#midsenior

#AccountingFinance



#tampa

Keywords: Wealth Management, Financial Advisor, Investment Products, RIA, Financial Planning, Client Relationship Management, Financial Services, Business Development.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting, Banking, and Financial Services

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