Senior Wealth Management Advisor — Client Growth & Planning

First Mid; Jacksonville (FL); In loco; USD 100.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive healthcare

Paid family leave

Generous paid time off

Tuition reimbursement

Employee Stock Purchase Plan

401K plan with company match

Descrizione del lavoro

First Mid in Jacksonville, Florida is seeking experienced financial advisors to manage client relationships and provide comprehensive financial planning. The ideal candidate will have a minimum of 4 years in wealth management, possess relevant licenses, and demonstrate strong verbal and interpersonal skills.

This position offers a competitive salary, various incentives, and benefits such as healthcare and a 401K plan. Join a company that values client engagement and collaboration across business lines to achieve financial success.

Competenze

• Minimum 4 years sales experience in wealth management and investment services.
• Must possess FINRA Series 7 and Series 66 and Life & Health licenses.
• Previous trailing-12 production minimum of $150,000 preferred.

Mansioni

• Manage a client book, providing ongoing guidance and monitoring.
• Engage in relationship management across business lines.
• Lead in community activities and business development.

Conoscenze

Verbal communication skills

Interpersonal communication skills

Motivated self-starter

Ability to manage multiple priorities

Proficiency in Microsoft Office Suite

Formazione

Bachelor’s degree

Master’s degree or related professional certification

Strumenti

MoneyGuidePro

Descrizione del lavoro

First Mid in Jacksonville, Florida is seeking experienced financial advisors to manage client relationships and provide comprehensive financial planning. The ideal candidate will have a minimum of 4 years in wealth management, possess relevant licenses, and demonstrate strong verbal and interpersonal skills.

This position offers a competitive salary, various incentives, and benefits such as healthcare and a 401K plan. Join a company that values client engagement and collaboration across business lines to achieve financial success.