Strategic Financial Advisor & Client Growth

Jobtailor; Lancaster (Lancaster County); On-site; USD 90,000 - 150,000; Full time

Job summary

Jobtailor is seeking a capable advisor to consult on investment and insurance strategies while developing comprehensive financial plans for clients. You will own the client experience, manage sales and service, and refer opportunities to internal partners as appropriate.

You will expand and maintain client relationships through proactive business development, delivering sound recommendations and building loyalty. A strong track record in financial analysis and client servicing is essential.

Qualifications

• Bachelor's degree or higher required.
• FINRA Series 7 and 66 (or 63,65) required.
• Life and Health Insurance licenses required.
• Minimum 2+ years of relevant professional experience.

Responsibilities

• Grows and retains an investment and insurance book of business.
• Consults on investment and insurance strategies and develops financial plans.
• Owns the client experience, handling sales and service and referrals.
• Expands client relationships through business development and networking.
• Delivers sound financial recommendations and establishes client plans.

Skills

Client Prospecting

Client Relationship Building

Credit Risk Analysis

Financial Analysis

Financial Modeling

Investment Banking

Public Speaking

Relationship Building

Relationship Management

FINRA Series 7/66/63/65

Life & Health Insurance

Education

Bachelor's

Job description

Jobtailor is seeking a capable advisor to consult on investment and insurance strategies while developing comprehensive financial plans for clients. You will own the client experience, manage sales and service, and refer opportunities to internal partners as appropriate.

You will expand and maintain client relationships through proactive business development, delivering sound recommendations and building loyalty. A strong track record in financial analysis and client servicing is essential.