Lead Financial Advisor

Oxford Advisory Group; Tampa (FL); On-site; USD 100,000 - 500,000; Full time

Job summary

A leading financial firm in Tampa seeks a Lead Financial Advisor to build financial strategies for clients. The role includes assessing client needs, providing strategic advice, and maintaining client relationships. Ideal candidates should have a strong background in finance and excellent communication skills. The position offers a competitive base salary and commission structure, along with comprehensive benefits including medical and retirement plans.

Benefits

Medical insurance

Vision insurance

401(k) with 4% company match

Unlimited PTO

Paid holidays including birthday

Qualifications

• 2-7 years in financial services offering investment management and insurance services.
• Strong experience with MS Office and the ability to learn new software quickly.

Responsibilities

• Assess client assets and build strategies for retirement planning.
• Interact with clients to update their financial situation and needs.
• Prepare client reports and assist with onboarding process.

Skills

Public Speaking

Communication

Organization

Critical Thinking

Education

4-year degree in Accounting, Finance, or related field

Tools

Salesforce CRM

MS Office

Job description

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Oxford Advisory Group provided pay range

This range is provided by Oxford Advisory Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $500,000.00/yr

Are you an experienced financial advisor who is tired of the daily grind of prospecting and trying to uncover new clients/assets through grassroots marketing and cold calling? Would you enjoy working for a rapidly growing and respected RIA firm with unlimited income potential?

Oxford Advisory Group (OAG) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relation specialists who thrive on success and are rewarded for hard work. OAR is a close-knit company looking for the right person to complement our team. 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 resolve retirement planning issues, which address planning for market risk, healthcare, tax mitigation, income distribution and legacy/estate. All leads are provided for by the company, the Lead Financial Advisor doesn't have to do any prospecting on their own.

Responsibilities/Tasks:

The Lead Financial Advisor will serve as the face to the public in the Tampa 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:

· 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 appointment dictations and keep CRM updated by entering detailed notes.

· Meet production targets that impact overall company revenue goals.

· Prepare client reports and review summary for strategy implementation.

· Speak to groups of prospective clients at dinner events or other public events.

· Assist with client onboarding process.

· Additional tasks as assigned by management.

• 4-year degree in Accounting, Finance, or related field
• Series 65 or 7/66 with Life & Health Licenses
• 2-7 years in financial services offering investment management and insurance services
• Experienced 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: 38 hours per week, 8:30am-5pm with some flexibility on days and times due to client appointment and evening event schedules.

Compensation: Position is primarily commission based with a small base salary after a 3-6 month on-boarding salary/draw split during training. Also included are full medical/dental/vision benefits, 401k plan with 4% company match, unlimited PTO opportunity in time and all paid holidays including your birthday! Others benefits shared with the right candidates!

Job Type: Full-time

Pay: $100,000.00 - $500,000.00 per year

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Strategy/Planning

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

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