- 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
- 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
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
-
Financial Advisor
6 days ago
Equitable Advisors Miami, United StatesEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...
-
Financial Advisor
4 days ago
PNC Financial Services Group Miami, United StatesJob Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
-
Financial Advisor
6 days ago
First Command Financial Services, Inc Miami, United States Full time/RegularFinancial Advisor · 4 out of 5 of our Advisors are veterans or military spouses · Who we are: · First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal ...
-
Financial Advisor
1 day ago
Guerra Wealth Advisors Doral, United StatesIf you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is calling your name · With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, you're able to spend 90% of your time sitting with clients ...
-
Financial Advisor
1 week ago
Guerra Wealth Advisors Doral, United StatesIf you're seeking a role where you can truly impact peoples lives, Guerra Wealth Advisors is calling your name · With a dedicated team generating leads, managing administrative tasks and scheduling your client meetings, youre able to spend 90% of your time sitting with clients a ...
-
Financial Advisor
1 week ago
PNC Financial Services Group Doral, United StatesFinancial Advisor - PNC Investments page is loaded · Financial Advisor - PNC Investments · Apply · locations · FL - Miami · time type · Full time · posted on · Posted 5 Days Ago · job requisition id · R154690 · Position Overview · At PNC, our people are our greatest d ...
-
Financial Advisor
1 week ago
Equitable Advisors LLC Doral, United StatesEquitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...
-
Financial Advisor
1 day ago
Equitable Advisors LLC Doral, United StatesEquitable Advisors · is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a po ...
-
Financial Advisor
3 days ago
PNC Financial Services Group Doral, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wher ...
-
Financial Advisor
1 week ago
BrokerHunter Doral, United StatesBrokerHunter · SELECT · is currently working with Fidelity Investments to help them fill some exciting Remote/Virtual Roles · Fidelity offers a competitive base salary plus variable compensation along with a full benefit package. This is an excellent opportunity with Fidelity ...
-
Financial Advisor
4 days ago
New York Life City of Sunrise, United StatesFinancial Advisor · New York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor. · Benefits of Financial Advisor · W2 & Allowance. · 401(k) · Defined Pension Plan · Health insurance · Life insurance · ...
-
Financial Advisor
3 days ago
New York Life City of Sunrise, United StatesFinancial Advisor · New York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor. · Benefits of Financial Advisor · W2 & Allowance. · 401(k) · Defined Pension Plan · Health insurance · Life insurance · ...
-
Financial Advisor
4 days ago
New York Life Fort Lauderdale, United StatesJob Description · Job DescriptionFinancial Advisor · New York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor. · Benefits of Financial Advisor · W2 & Allowance. · 401(k) · Defined Pension Plan · Hea ...
-
Financial Advisor
4 days ago
New York Life Fort Lauderdale, FL, US, United StatesFinancial Advisor · New York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor. · Benefits of Financial Advisor · W2 & Allowance. · 401(k) · Defined Pension Plan · Health insurance · Life insurance · ...
-
Financial Advisor
4 days ago
PNC Financial Services Group Fort Lauderdale, United StatesJob Description · Job Profile · Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace ...
-
Financial Advisor
4 days ago
New York Life Fort Lauderdale, FL, United StatesFinancial Advisor · New York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor. · Benefits of Financial Advisor * W2 & Allowance. · 401(k) · Defined Pension Plan · Health insurance · Life insuran ...
-
Financial Advisor
4 days ago
New York Life Fort Lauderdale, United StatesFinancial Advisor · New York Life & NYLIFE Securities is looking to hire a career driven professional to work for a Fortune 100 company as a Financial Advisor. · Benefits of Financial Advisor · W2 & Allowance. · 401(k) · Defined Pension Plan · Health insurance · Life insurance · ...
-
Financial Advisor
3 hours ago
NPC Financial Miramar, United StatesCompany Description · NPC Financial is a comprehensive financial services firm that has been helping individuals, families, and business owners protect what they value most since 1951. The company offers an array of services, including wealth management, business planning, insura ...
-
Financial Advisor
6 days ago
PNC Financial Services Group North Miami Beach, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Financial Advisor
4 days ago
PNC Financial Services Group Hollywood, United StatesJob Description · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture wh ...
Financial Advisor - Coral Gables, United States - Aesplacement
Description
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 inCoral 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.
Minimum Requirements:
Position Responsibilities:
Key Traits:
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 ) 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#J-18808-Ljbffr