Wealth Advisor & Growth Coach — Bank Branch Expansion

ViziRecruiter,LLC.; Chapin (SC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Open architecture platform

Job summary

RogueSearch is seeking a Financial Advisor to lead growth in the Huntsville market within a well-established bank's referral network. You will conduct client meetings, manage and grow accounts, and work closely with licensed bankers.

Ideal candidates have Series 7/66 (or 63/65) and life insurance licenses, with a background in financial advisory or wealth management, and strong relationship-building skills. This role offers internal collaboration and growth opportunities.

Qualifications

• Background in financial advisory or wealth management.
• Active Series 7, 66 (or 63 and 65), and life insurance license.
• Ability to explain complex financial strategies clearly.
• Strong relationship-building and communication skills.

Responsibilities

• Be present within assigned bank branches to build relationships and generate trust with both internal teams and clients.
• Conduct client meetings to manage and grow accounts, working independently and alongside licensed bankers.
• Coach, Mentor, and Support licensed bank employees - 90% of their production hits your grid.
• Meet and exceed sales goals while prioritizing the client’s best interests.
• Conduct group and one-on-one coaching sessions for bank partners.
• Host educational seminars to support business development.
• Cross-offer services like loans, estate planning, and deposit products.
• Maintain and deepen relationships through consistent follow-up.
• Act as a role model for doing what’s right for both clients and colleagues.

Skills

Relationship building

Communication skills

Client meetings

Coaching & mentorship

Education

Series 7 license

Series 66 license or 63/65

Life insurance license

Tools

Open architecture platform

Job description

RogueSearch is seeking a Financial Advisor to lead growth in the Huntsville market within a well-established bank's referral network. You will conduct client meetings, manage and grow accounts, and work closely with licensed bankers.

Ideal candidates have Series 7/66 (or 63/65) and life insurance licenses, with a background in financial advisory or wealth management, and strong relationship-building skills. This role offers internal collaboration and growth opportunities.