Lead Financial Advisor

Oxford Advisory Group; Venice (FL); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Generous compensation

Commission on closed business

Benefits based on experience

Job summary

Oxford Advisory Group is seeking a Lead Financial Advisor for an on-site, full-time role in Florida. You will bring in new clients by meeting with vetted prospects at pre-booked, in-person appointments and convert opportunities into lasting relationships.

You'll leverage pre-generated warm leads, strong office resources, and thorough training to close new business and grow the firm. Competitive compensation and benefits accompany experience and performance.

Qualifications

• Proven track record of bringing on new clients.
• Experience in Financial Planning, Retirement Planning, and Financial Advisory.
• Experience in Finance and Investments.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Attention to detail and accuracy.
• Ability to work well in a team.

Responsibilities

• Bring on new clients by meeting with vetted prospects at pre-booked, in-person appointments.
• Convey the benefits of using Oxford to close new business.
• Meet with new prospects and transition them to clients.
• Utilize high-quality office space, robust technology, and pre-generated warm leads to support the sales process.
• Participate in training on the meeting process with proven results and apply it to close new business.

Skills

Bringing on new clients

Financial planning

Retirement planning

Financial advisory

Analytical skills

Communication skills

Team collaboration

Attention to detail

Job description

Overview

Oxford Advisory Group is a private, family-owned retirement planning and wealth management firm that specializes in guiding pre-retirees and retirees through their retirement years. As an independent Registered Investment Advisory, the firm is rooted in a tradition of enriching clients' lives through personalized service. Team members live in and serve the communities they work in, fostering strong, family-like relationships with clients. Oxford Advisory Group emphasizes the importance of family and welcomes every client into the fold as part of their close-knit community.

Role Description

This is a full-time on-site role for a Lead Financial Advisor at Oxford Advisory Group. You will join either one of our fastest-growing offices or, based on need and skillset, open a new office location.

A Lead Financial Advisor will be responsible for bringing on new clients by meeting with vetted prospects at pre-booked, in-person appointments. The advisor is responsible for conveying the benefits of using Oxford to close new business. High-quality office space, robust technology, and pre-vetted in-person warm leads are provided. Responsible for meeting with new prospects and transitioning them to clients. This role is suited for an advisor with the passion and skills to close new business. Training is provided on our meeting process with proven results. We aim to give our advisors all the tools needed to close new business.

Responsibilities

• Bring on new clients by meeting with vetted prospects at pre-booked, in-person appointments.
• Convey the benefits of using Oxford to close new business.
• Meet with new prospects and transition them to clients.
• Utilize high-quality office space, robust technology, and pre-generated warm leads to support the sales process.
• Participate in training on the meeting process with proven results and apply it to close new business.

Qualifications

• Proven track record of bringing on new clients
• Financial Planning, Retirement Planning, and Financial Advisory skills
• Experience in Finance and Investments
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Attention to detail and accuracy
• Ability to work well in a team

Compensation

• Generous compensation for existing business brought over
• Commission paid off closed business from leads and appointments that are pre-generated for you
• Additional benefits and compensation based on experience

Requirements added by the job poster

• 1+ years of work experience with Financial Advisory