Financial Advisor

Financial Advisor – Lend-a-hand Financial Services

Location: Pompano Beach  (In-office)

Employment Type: Full-Time

Compensation: 75K - 350K

About Us:

Lend-a-hand Financial Services is a fast-growing Registered Investment Advisor (RIA) firm built on a strong foundation of industry expertise and years of experience in wealth management, financial planning, and investment advisory services. As we expand, we are dedicated to delivering trusted, client-focused financial solutions that help individuals and families protect, grow, and preserve their financial legacies.

Job Summary 

We are looking for highly motivated Financial Advisors to join our expanding team. This role is ideal for professionals passionate about helping clients make informed financial decisions while building a long-term career in financial services. As a Financial Advisor, you will work in a lead-driven call center environment, identifying client needs, recommending tailored financial solutions, and maintaining strong client relationships.

Key Responsibilities:

• Conduct consultative financial assessments to understand client goals.
• Recommend life insurance, annuities, and mutual funds based on client needs.
• Convert inbound and outbound leads, guiding clients through their financial decisions.
• Close at least three financial product sales per month (one annuity, one life policy, one mutual fund).
• Develop and maintain long-term relationships with clients.
• Provide regular follow-ups and policy reviews to ensure continued financial success.
• Educate clients on financial planning strategies and product benefits.
• Maintain full compliance with industry regulations and firm policies.
• Stay informed on financial markets, product updates, and sales techniques.
• Work collaboratively with the team to achieve individual and company sales targets.

Qualifications and Requirements:

Required Licenses

• Series 6 (Investment Company and Variable Contracts Representative).
• Life & Health Insurance License (State of Florida or willingness to obtain).

Experience & Skills

• 1 years of financial services sales experience preferred.
• Background in insurance, annuities, mutual funds, or retirement planning is a plus.
• Strong sales acumen, consultative selling skills, and client relationship-building ability.
• Excellent verbal communication and phone etiquette skills.
• Ability to thrive in a high-energy, lead-driven call center environment.
• Proficiency with CRM systems, financial planning software, and Microsoft Office.

Why Join Us?

• Pre-qualified leads provided to support your success.
• Uncapped commission potential with a highly competitive payout structure and performance-based incentives.
• Ongoing training, mentorship, and professional development opportunities.
• Clear growth trajectory within the firm.
• Fast-paced, team-oriented environment focused on collaboration and success.
• Broker-Dealer affiliation & continuing education support

If you are a goal-driven financial professional looking to grow with a fast-expanding firm, we encourage you to apply!