Strategic Financial Advisor – Growth & Client Experience

Jobtailor; Okeechobee (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

Jobtailor in the United States seeks a knowledgeable financial advisor to consult on investment and insurance strategies and to develop comprehensive financial plans for clients. The role focuses on growing and retaining a high-value book of business while owning the end-to-end client experience, including sales, service, and referrals.

Qualified candidates typically hold a Bachelor's degree with 2+ years of experience, FINRA Series 7/66 and Life & Health Insurance credentials.

Qualifications

• University/college degree typically required; bachelor's education listed.
• 2+ years of relevant professional experience (financial advisory/sales).
• FINRA Series 7 and 66 (or 63,65) required; Life and Health Insurance required.

Responsibilities

• Consult on investment and insurance strategies and develop financial plans for clients.
• Grow and retain an investment and insurance book of business.
• Own the client experience, handling sales and service and identifying opportunities.
• Acquire, expand, and maintain client relationships through business development and networking.
• Grow client loyalty and share of wallet through an exceptional client experience.
• Apply product and procedural knowledge to solve client problems.
• Develop and implement investment and insurance strategies.
• Determine appropriate products and present financial recommendations and guidance.
• Establish and monitor individual financial plans and recommend changes as needed.
• Coach and educate branch staff and internal partners to identify investment opportunities.
• Drive investment education and visibility among branch staff.
• Lead branch-team actions to achieve investment results with the manager.

Skills

Client prospecting

Client relationship building

Credit risk analysis

Customer engagement

Financial analysis

Financial modeling

Investment banking

Public speaking

Relationship management

Education

Bachelor's degree

Job description

Jobtailor in the United States seeks a knowledgeable financial advisor to consult on investment and insurance strategies and to develop comprehensive financial plans for clients. The role focuses on growing and retaining a high-value book of business while owning the end-to-end client experience, including sales, service, and referrals.

Qualified candidates typically hold a Bachelor's degree with 2+ years of experience, FINRA Series 7/66 and Life & Health Insurance credentials.