Financial Advisor
Company: Job Juncture
Location: Fort Lauderdale
Posted on: March 21, 2023
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Job Description:
FINANCIAL ADVISOR
$75,000-90,000 Base Salary + Quarterly Production Bonus + Full
Benefis
MUST HAVE 7/66 (63/65)
This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the
federal registry system and remain in good standing. Your position
requires SAFE Act registration and you’ll be required to register
and submit to the required SAFE Act background check and
registration process. Failure to obtain and/or maintain SAFE Act
registration may result in your immediate termination.
WE PROVIDE
A strong referral network from across the business to increase
opportunities for affluent and high net worth client acquisition
and provide access to partners who are specialists in their
field.
Marketing strategies to reach wider audiences with greater
appeal.
Ongoing professional development to deepen your skills and optimize
your practice as the industry evolves.
Potential Opportunities for professional growth.
Leadership opportunities, including leading client and conference
seminars
Required skills:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
Has two years’ experience working in the financial service industry
and/or a sales environment where goals were met or exceeded
(including at least one year experience in the investments
industry, including investment training and in-depth knowledge of
investment products and services)
Is a self-starter who efficiently manages time and capacity.
Sets and accomplishes goals, achieving whatever you put your mind
to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable
engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes
in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right
solutions for clients.
Is thorough and thoughtful in incorporating relevant regulatory due
diligence into daily activities and long-term strategies for
clients.
Desired skills:
Proven ability to partner and promote lead generation.
Experience balancing investment management, sales activities and
new client development.
Strong computer skills and the ability to multitask in a demanding
environment.
A bachelor’s degree, preferably in business-related field.
Achieved additional professional designations such as Certified
Financial Planner (CFP) and/or Chartered Retirement Planning
Counselor (CRPC).
Obtained insurance licenses.
Keywords: Job Juncture, Fort Lauderdale , Financial Advisor, Accounting, Auditing , Fort Lauderdale, Florida
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