Lead Financial Advisor — Pre‑Booked Leads + Commission

Oxford Advisory Group; Jacksonville (FL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Generous compensation for existing business

Commission from closed business

Additional benefits based on experience

Job summary

Oxford Advisory Group is seeking a Lead Financial Advisor for a full-time on-site role in Jacksonville, Florida. In this position, you will work to acquire new clients through in-person meetings with pre-vetted prospects, leveraging high-quality office space and robust technology to achieve your goals. You'll be part of a close-knit team dedicated to enriching clients' lives through personalized service.

The ideal candidate will have proven experience in financial planning and the ability to effectively communicate benefits to potential clients. Additional training and support will be provided to ensure success in this role.

Qualifications

• Proven track record of bringing on new clients.
• 1+ years of work experience with Financial Advisory.
• Strong analytical and problem-solving skills.

Responsibilities

• Meet with vetted prospects at pre-booked, in-person appointments.
• Convey the benefits of using Oxford to close new business.
• Transition new prospects to clients.

Skills

Financial Planning

Retirement Planning

Financial Advisory

Analytical skills

Communication skills

Attention to detail

Job description

Oxford Advisory Group is seeking a Lead Financial Advisor for a full-time on-site role in Jacksonville, Florida. In this position, you will work to acquire new clients through in-person meetings with pre-vetted prospects, leveraging high-quality office space and robust technology to achieve your goals. You'll be part of a close-knit team dedicated to enriching clients' lives through personalized service.

The ideal candidate will have proven experience in financial planning and the ability to effectively communicate benefits to potential clients. Additional training and support will be provided to ensure success in this role.