What are the responsibilities and job description for the Senior Financial Advisor position at Lend A Hand Financial?
About the Company
Fast-growing RIA firm headquartered in Broward County. Our mission is to empower families to achieve their investment objectives.
About the Role
We seek highly motivated Financial Advisors to join our team. This role is ideal for financial professionals who are securities licensed, life insurance licensed, and seeking a long-term career in the financial services industry.
Responsibilities:
- Hold Series 6/63 and life insurance licenses
- Maintain at least 3 years of experience in the field
- Develop and maintain strong client relationships
- Provide regular follow-ups with clients and conduct account reviews
- Maintain full compliance with FINRA guidelines
- Educate clients on financial planning strategies
- Convert inbound leads into clients
- Recommend Life Insurance, Mutual Funds, Annuities based on client needs and in the best interest of the client
Qualifications and Required Skills:
Series 6 (Investment Company and Variable Contracts Representative)
Life & Health Insurance License (Florida 215)
Preferred Skills:
Series 7, 66
Compensation Package:
Competitive base salary, performance-driven commission structure, and bonus opportunities
