What are the responsibilities and job description for the Lead Financial Advisor position at Advisor Talent Management?
Company Description
We are a private, family-owned retirement planning and wealth management firm with multiple locations throughout Florida. Our firm specializes in helping pre-retirees and retirees navigate their retirement years, with a strong emphasis on family values, personalized financial planning, and exceptional client service.
Role Description
This is a full-time, on-site position for a Lead Financial Advisor. You will join one of our rapidly growing Florida offices, with potential opportunities to help establish a new office location based on experience and business needs.
The Lead Financial Advisor will be responsible for acquiring new clients through pre-scheduled, in-person appointments with qualified, vetted prospects. Our firm provides high-quality office space, advanced technology, and a consistent flow of warm leads, allowing advisors to focus on building relationships and closing new business. Comprehensive training on our proven advisory process is provided, along with the resources and support needed to maximize success.
Qualifications
• Proven track record of acquiring new clients
• Experience in financial planning, retirement planning, and wealth management
• Strong knowledge of finance and investments
• Series 65 or Series 66
• Life & Health Insurance license
• Excellent interpersonal and communication skills
• Strong analytical and problem-solving abilities
• Ability to build relationships and close new business
• Detail-oriented with the ability to work well in a team
Compensation
• Competitive base salary with significant earning potential
• Generous compensation for an existing book of business brought to the firm
• Performance-based commissions on new business generated through firm-provided leads and appointments
• Additional benefits and compensation based on experience
Requirements
• 1 years of experience in financial advisory services