Wealth & Investment Solutions Advisor

Jobtailor; Bay Harbor Islands (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in Florida seeks a financial advisor to provide comprehensive advice and customized financial solutions to clients, triage leads, and refer opportunities to internal partners. You will meet with clients to review financial and investment goals and build plans using brokerage products that include stocks, bonds, mutual funds, annuities, and banking solutions.

You will also recommend banking and investment strategies aligned with client goals, mitigate risk, and identify new clients

Qualifications

• Must hold Series 7 and 66 licenses (or 63/65 as substitute) prior to offer.
• SAFE Act registration and ongoing good standing required.
• Minimum of 1 year experience in investments with product knowledge.
• 1+ year in financial services or a sales environment with targets met.
• Willingness to learn and adapt to regulatory due diligence.
• Strong ability to build and nurture relationships and collaborate.
• Excellent communication skills and goal-oriented mindset.

Responsibilities

• Provide comprehensive advice and customized financial solutions to clients
• Triage client leads and requests
• Make referrals to internal business and service partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals
• Build financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Coach and provide feedback to referral partners
• Complete required licenses and training
• Apply and expand financial and investment knowledge

Skills

Client Relationship Management

Financial Planning

Investment Knowledge

Regulatory Compliance

Sales Experience

Time Management

Multitasking

Communication Skills

Education

Series 7 License

Series 66 License

Series 63 License

Series 65 License

CFP

CRPC

Job description

Jobtailor in Florida seeks a financial advisor to provide comprehensive advice and customized financial solutions to clients, triage leads, and refer opportunities to internal partners. You will meet with clients to review financial and investment goals and build plans using brokerage products that include stocks, bonds, mutual funds, annuities, and banking solutions.

You will also recommend banking and investment strategies aligned with client goals, mitigate risk, and identify new clients