Wealth Planner & Client Growth Advisor

OneDigital Investment Advisors LLC; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

OneDigital Investment Advisors LLC seeks a driven financial advisor to evaluate clients' needs and tailor plans across investments and retirement solutions. You will cultivate relationships, conduct educational workshops, and contribute to business development through prospect meetings and campaigns.

The role emphasizes client service, comprehensive wealth management, and adherence to regulatory standards while leveraging OneDigital’s Workplace to Wealth strategy to grow the client base.

Qualifications

• Proven track record of exceeding sales goals and building client relationships.
• Strong knowledge of financial planning, investments, and retirement solutions.
• Excellent written and verbal communication, with ability to present to clients.

Responsibilities

• Develop and manage client relationships; present customized financial plans.
• Advise on wealth management strategies including asset allocation and estate planning.
• Support business development through events, campaigns, and prospect meetings; document activities in CRM.

Skills

Sales experience

Financial planning

Communication skills

CRM (Salesforce)

MoneyGuidePro

Microsoft Office

Education

Bachelor's degree in Business, Economics, Finance, or related

Tools

Salesforce

MoneyGuidePro

Microsoft Office

Job description

OneDigital Investment Advisors LLC seeks a driven financial advisor to evaluate clients' needs and tailor plans across investments and retirement solutions. You will cultivate relationships, conduct educational workshops, and contribute to business development through prospect meetings and campaigns.

The role emphasizes client service, comprehensive wealth management, and adherence to regulatory standards while leveraging OneDigital’s Workplace to Wealth strategy to grow the client base.