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Boca Raton

    Financial Advisor - Boca Raton, United States - RogueSearch

    RogueSearch
    RogueSearch Boca Raton, United States

    1 week ago

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    Description

    Senior Financial Advisor

    Boca Raton, FL

    If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Be the lead Advisor for a growth initiative by a large bank growing its market share on the Florida East Coast. Step into a multiple-bank branch referral network for rapid growth from local leads. Must have a series 7, and 65), and insurance license.

    Highlights:

    • Utilize warm leads from multiple bank branch referral networks to grow AUM
    • Complete open architecture with an Advisor driven platform
    • Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves

    What you'll do:

    • Maintain presence within the bank to develop strong relationships and credibility with internal and external clients
    • Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers

    Responsibilities:

    • Serves as a coach and mentor for licensed bank employees
    • Achieving sales goals while serving the client's best interests
    • Plan and conduct individual and group coaching sessions with retail bank employees
    • Conduct internal and external seminars to focus on business development and growth
    • Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits
    • Recognize and reward achievement of goals
    • Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience
    • Post-appointment follow-up to maintain relationships and develop referrals from an existing client base

    What you'll need:

    • Brokerage industry experience in an advisory capacity
    • You will need a Series 7,66 (63 and 65) State insurance license
    • Ability to motivate others in a team environment
    • Demonstrated ability to simplify and communicate complex financial concepts
    • Proven experience in building strong internal and external client relationships
    • Highly developed knowledge of the securities business, investment products, and financial solutions
    • Highly developed sales and presentation skills
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