What are the responsibilities and job description for the Financial Advisor - RIA Firm - Coral Gables, FL position at Advisor Employee Services?
Financial Advisor
Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in Coral Gables, FL is seeking to add a Financial Advisor to our Team!
This Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.
This Financial Advisor will have the opportunity to meet one on one with the company leads from seminars and referrals as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building and participation in public seminars to include introducing the main Advisor.
Minimum Requirements:
• College degree preferred
• 3 years of financial services experience with an emphasis on sales
• Life and Health Licensed; Series 65
• Strong organizational, prioritization, interpersonal & management skills
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written
• Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
• Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
• Prepare, present and implement customized financial plans
• Assist clients with annuities, life, long-term care & managed money
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage and retain strong client relationships
• Assist main Advisor with meeting individual and team goals
Key Traits:
• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability
Salary Base - $55,000- $75,000 a year - BOE
Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (https://aesplacement.com/) and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $55,000 - $75,000
