Financial Advisor

Jobtailor; York (York County); On-site; USD 80,000 - 120,000; Full time

Job summary

Jobtailor is seeking an experienced financial advisor in York, PA to consult on investment and insurance strategies and grow a client book. You will own the client experience and manage relationships, while developing and implementing strategic financial plans for clients.

The role requires FINRA Series 7/66 and Life & Health Insurance credentials, with a focus on prospecting and client engagement to drive growth.

Qualifications

• 2+ years of relevant professional experience
• university / college degree or comparable combination of education and experience
• FINRA Series 7 and 66 (or 63,65) required
• Life and Health Insurance required
• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial Analysis & Financial Modeling
• Investment Banking
• Public Speaking
• Relationship Building
• Relationship Management

Responsibilities

• Consults on investment and insurance strategies
• Grows and retains an investment and insurance book of business
• Owns the client experience
• Acquires, expands and maintains client relationships
• Develops and implements investment and insurance strategies for clients
• Monitors financial plans and recommends changes as needed
• Coaches and educates branch staff and internal business partners

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Customer Engagement

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

Education

FINRA Series 7

FINRA Series 66

Life Insurance

Health Insurance

Job description

Consults on investment and insurance strategies
Grows and retains an investment and insurance book of business
Owns the client experience
Acquires, expands and maintains client relationships
Develops and implements investment and insurance strategies for clients
Monitors financial plans and recommends changes as needed
Coaches and educates branch staff and internal business partners

Requirements

• 2+ years of relevant professional experience
• university / college degree or comparable combination of education and experience
• FINRA Series 7 and 66 (or 63,65) required
• Life and Health Insurance required
• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial AnalysisFinancial Modeling
• Investment Banking
• Public Speaking
• Relationship Building
• Relationship Management

Core Competencies

Demonstrates expertise in developing and implementing investment and insurance strategies while maintaining strong client relationships. Proficient in financial analysis, client prospecting, and coaching staff to enhance the client experience.

Highest-signal resume keywords

• FINRA Series 7
• FINRA Series 66
• Life Insurance
• Health Insurance
• Client Relationship Building

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Financial Modeling
• Credit Risk Analysis
• Investment Banking

Soft Skills

• Public Speaking
• Relationship Management
• Customer Engagement

Certifications & Qualifications

• FINRA Series 7
• FINRA Series 66
• Life Insurance
• Health Insurance

Industry Keywords

• Investment Strategies
• Insurance Strategies
• Client Prospecting
• Client Experience
• Relationship Building