Financial Advisor
Jobtailor
Provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives Acts as a catalyst for the promotion and growth of NFFG products and services Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals Manages moderate dollar volume and moderate member bases Requirements Proven ability to prospect and grow an established book of business Ability to generate GDC based on defined thresholds within a specified period of time FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tact Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience (desired) #J-18808-Ljbffr
- ...in job posting. Summary: We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career... ...you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client...SuggestedFull timeWork at office
$120k - $200k
...Fellowship Financial Group - Financial Advisor Position: Full-Time Location: Maitland, Florida (On-site) Company Overview Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process helps...SuggestedFull timeWork at office$120k - $150k
...We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...SuggestedStart working todayWork at office- ...Financial Advisor Investment & Wealth Advisory | Tampa or Orlando, FL | Full-Time Elevate your career at Saltmarsh! Saltmarsh is a client-focused RIA managing approximately $400 million in assets for individuals and families. Our team of experienced professionals...SuggestedFull timeWork at officeLocal area
- ...Financial Advisor In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their diverse client base. This results-driven role will be responsible for designing and executing tailored investment strategies that meet...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office- ...Financial Advisor A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for managing a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified...Work at office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Posted 4 days ago Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships...
- ...Voya Financial Advisors is seeking experienced financial professionals to join our Retirement Advisory Distribution (RAD) team. RAD Advisors help individuals and retirement plan participants achieve their financial goals through retirement planning, wealth management,...
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
- ...Merrill Financial Solutions Advisor At Bank of America, we're guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-...Immediate start
- ...OMNI Financial Services is a FLORIDA based company and is not affiliated with any other "Omni" group in the US. We are independently owned... ...Who We Want: We are looking for an experienced Registered Advisor or advanced sales professionals (tech, medical, insurance, etc....Local area
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- Join to apply for the Financial Advisor role at Boutique Recruiting A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure closing role with zero cold outreach. This position is built for advisors who want to do what they do best...Work at office
- The Financial Aid Advisor II will provide students with the maximum amount of financial assistance to which they are eligible, in accordance with applicable regulations, with timely service and the highest quality, in coordination with other departments to ensure that the...Full timeTemporary workLocal areaWork from homeAfternoon shift
- ...Florida Business Journal 2020) …tired of working for “big box financial”? …working with a limited number of products and services, finding... ...entrepreneurially minded, with client-facing certainty. Our Advisors have access to a dedicated support staff to help process...Temporary workLocal area
- ...firms and professionals dedicated to helping clients achieve their financial goals! At Cetera Wealth Management Group , we believe your... ...and elevate your client experience. What We Offer Competitive Advisor Funding : Transition assistance for experienced advisors and a...Full time
- ...personalized advice and services to help clients secure their financial future. Backed by the trusted State Farm brand, Tony Lopez's office... ...Description This is a full-time hybrid role for a Financial Advisor, based in Winter Park, FL with flexibility for some remote work...Full timeWork at officeRemote work
$135k
...Job Description Job Description Join New York Life as a Financial Advisor and be a part of a company that's been safeguarding financial futures for over 180 years. You'll play a vital role in helping clients achieve their financial goals through strategic planning...Full timeWork at officeImmediate startFlexible hours- ...ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful...
- ...Financial Aid Student Advisor If you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that...Work experience placementWork at officeFlexible hoursNight shiftWeekend work
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Orlando, FL. Financial Advisors are based within a bank branch and work...Full timeTemporary workPart timeWork experience placementWork at office
$70k - $100k
...pay range $70,000.00/yr - $100,000.00/yr Additional compensation types Commission Direct message the job poster from MassMutual Financial Advisor - Build Your Practice with Coastal Wealth Location: South Florida Job Type: Full-time | Remote/Hybrid Flexibility Compensation...Full timeWork at officeLocal areaRemote workVisa sponsorshipMonday to Friday- A financial services company seeks a Financial Professional to empower clients in achieving financial well-being. The role requires no prior financial experience, just a passion for helping others and a willingness to learn. Responsibilities include educating clients on...Remote workFlexible hours
$100k
1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Florida Financial Advisors (FFA) provides the ability to create your own financial success by helping clients enjoy their own. Previous finance experience isn’t required...Permanent employmentFull timeTraineeshipInternshipLocal area- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship...Full timePart time
$400k
...Job Description Job Description UHNW Financial Advisor – #1 Wealth Management Firm - Virtual - 27739476 Our client is the world's largest Wealth Manager, ranked #1 in Client Satisfaction and making incredible Offers to join them Right Now! They are looking for UHNW...Local areaImmediate startRelocationRelocation package- * Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing...
- ...Organization : Name ORLANDO FL Default: Location : City MAITLAND Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...Work at officeLocal area
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