Lead Financial Advisor — Pre‑Booked Leads + Commission

Oxford Advisory Group; Orlando (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Generous compensation

Commission on closed business

Training provided

Job summary

Oxford Advisory Group in Orlando, Florida, is seeking a Lead Financial Advisor to join their dedicated team. This full-time on-site role focuses on acquiring new clients through pre-booked appointments and providing personalized service that enriches clients' lives. Ideal candidates will have a strong background in financial planning and at least 1 year of experience in financial advisory.

The firm offers generous compensation and training to ensure success. Join Oxford Advisory Group and be part of a family-like community committed to exceptional client service.

Qualifications

• Proven track record of bringing on new clients.
• 1+ years of work experience in 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 into clients.

Skills

Financial Planning

Retirement Planning

Financial Advisory

Analytical skills

Interpersonal skills

Communication skills

Attention to detail

Job description

Oxford Advisory Group in Orlando, Florida, is seeking a Lead Financial Advisor to join their dedicated team. This full-time on-site role focuses on acquiring new clients through pre-booked appointments and providing personalized service that enriches clients' lives. Ideal candidates will have a strong background in financial planning and at least 1 year of experience in financial advisory.

The firm offers generous compensation and training to ensure success. Join Oxford Advisory Group and be part of a family-like community committed to exceptional client service.