Lead Financial Advisor: Growth, Warm Leads & Commission

Advisor Talent Management; Fort Myers (FL); In loco; USD 90.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Leads provided

Comprehensive training

Office space and technology

Descrizione del lavoro

Advisor Talent Management is seeking a Lead Financial Advisor for a full-time, on-site position in Florida. You will join our growing office network and work to acquire new clients using warm leads, focusing on retirement and wealth planning. Comprehensive training is provided to implement our advisory process.

This role emphasizes building client relationships, closing new business, and leveraging an existing track record in financial planning and investments. A Series 65/66 is preferred.

Competenze

• 1+ years of experience in financial advisory services.
• Series 65 or Series 66 license.
• Strong knowledge of finance and investments.
• Excellent interpersonal and communication skills.
• Strong analytical and problem-solving abilities.
• Ability to build relationships and close new business.
• Detail-oriented and able to work well in a team.

Mansioni

• Acquire new clients through pre-scheduled, in-person appointments.
• Build relationships and close new business using firm-provided leads.
• Participate in comprehensive training on our advisory process.

Conoscenze

Client acquisition

Financial planning

Wealth management

Interpersonal skills

Analytical thinking

Communication skills

Team player

Detail-oriented

Closing skills

Descrizione del lavoro

Advisor Talent Management is seeking a Lead Financial Advisor for a full-time, on-site position in Florida. You will join our growing office network and work to acquire new clients using warm leads, focusing on retirement and wealth planning. Comprehensive training is provided to implement our advisory process.

This role emphasizes building client relationships, closing new business, and leveraging an existing track record in financial planning and investments. A Series 65/66 is preferred.