Senior Financial Advisor Growth Coach & Consultant

Social Capital Resources; Tampa (FL); Sur place; USD 100 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical insurance

401(k)

Paid maternity leave

Vision insurance

Résumé du poste

A leading financial services company based in Tampa seeks a dynamic Consultant/Coach to support financial advisors. This senior role involves building relationships, providing business coaching, and collaborating with internal teams. Ideal candidates will have at least five years of experience in the industry, possess FINRA Series 7 and 63 licenses, and demonstrate strong communication skills. The position offers opportunities for professional growth in a collaborative, innovative environment.

Qualifications

• Minimum 5 years of experience in the financial services industry.
• Strong communication skills and a high level of professionalism.
• FINRA Series 7 and 63 licenses required.

Responsabilités

• Build and maintain strong, trust-based relationships with financial advisors.
• Provide ongoing coaching on business development and practice management.
• Act as the primary liaison with partners across investment and technology.

Connaissances

Coaching

Relationship management

Business development

Communication skills

Public speaking

Description du poste

A leading financial services company based in Tampa seeks a dynamic Consultant/Coach to support financial advisors. This senior role involves building relationships, providing business coaching, and collaborating with internal teams. Ideal candidates will have at least five years of experience in the industry, possess FINRA Series 7 and 63 licenses, and demonstrate strong communication skills. The position offers opportunities for professional growth in a collaborative, innovative environment.