Lead Financial Advisor

FINITETEK INC; Jacksonville (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

FINITETEK INC is seeking a Lead Advisor to grow our financial services practice. The role involves engaging with prospective clients, assessing retirement needs, and developing strategies to address risk, fees, and advisor quality concerns.

You will present at events, onboard new clients, and maintain CRM records for ongoing service. The ideal candidate has experience in financial services, strong public speaking skills, and proficiency with MS Office.

Qualifications

• 2-7 years in financial services offering investment management and insurance services

Responsibilities

• Lead Advisor serves as the face to the public in the market and onboarding conduit for new clients
• Assess client assets, goals, risk tolerance and retirement plan needs
• Speak to groups of prospective clients at retirement planning courses and events
• Build strategies and offer strategic advice on investments and insurance
• Maintain client profiles and CRM with updated information
• Prepare client reports and strategy summaries for implementation
• Meet production targets impacting company revenue
• Support operations team with necessary information
• Additional tasks as assigned by management

Skills

Public speaking

Client relations

Sales targets

MS Office

Communication

Time management

Critical thinking

Education

Series 65

Series 7/66 with Life & Health Licenses

Tools

Salesforce CRM

MS Office

Job description

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations.

The Lead Advisor we choose will be intelligent, articulate, pleasant, dependable and brings a great attitude to work every day.

Job Description:

Lead Advisors in a marketplace interact primarily with new and prospective regional client base to assess their personal financial situation and build strategies to address retirement planning issues regarding market risk, excessive fees and inadequate advice from other advisors.

Responsibilities/Tasks:

The Lead Financial Advisor will serve as the face to the public in a market and the primary onboarding conduit for new clients to build financial strategies designed to help them achieve their goals.

They will be expected to follow-through consistently in all efforts, build relationships with prospects, clients, and help service staff prepare for client appointments.

Other daily, weekly, and/or monthly tasks may include:

Speak to groups of prospective clients at retirement planning courses, dinner events and other company events approximately four evenings per month

Assess client assets, goals, risk tolerance and general retirement plan to determine if improvements are needed

Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs

Build strategies and offer strategic advice on products and services such as investments and insurance according to fiduciary standards

Interact professionally with clients by phone and/or in person to update the client’s profile and financial situation/needs

Complete meeting follow ups and keep CRM updated appropriately

Meets production targets that impact overall company revenue goals.

Prepare client reports and review summary for strategy implementation

Support our operations team and ensure they have all the necessary information to fulfill their responsibilities

Additional tasks as assigned by management

Series 65 or 7/66 with Life & Health Licenses

2-7 years in financial services offering investment management and insurance services

Experienced and dynamic public speaker

Strong experience with MS Office and the ability to learn new software quickly

Excellent written and verbal communications skills both in person and via phone

Proactive mentality, positive attitude, and consistent follow through

Highly intelligent, strong organizational skills and attention to detail

Ability to work independently with good time management and critical thinking skills

Additional preferred skills:

Experience with Salesforce CRM software

2+ years working in a fast-paced office environment

Commitment: 40 hours per week, 8am-5pm with some flexibility on days and times due to client appointment and evening event schedules.