- Build and maintain client relationships in partnership with the Senior Financial Advisors
- Attend meetings held by the Senior Financial Advisors with clients; conduct solo meetings with clients as appropriate
- Work with clients to ensure action items are thoroughly executed and documented
- Assist Senior Financial Advisors with data collection and input into financial planning software
- Assist clients with implementation of recommended and agreed-upon strategies
- Consolidate assets and drive revenue growth through proactive client engagement.
- Understand client needs, investment objectives, and risk profiles to offer tailored solutions and investment strategies that meet their requirements.
- Conduct client presentations and meetings that effectively communicate the value proposition of our investment strategies, financial planning programs, and our holistic wealth management services.
- Schedule client reviews, manage account paperwork, and address miscellaneous service items as needed.
- Collaborate with internal teams, including portfolio management, marketing, and operations, to ensure seamless client onboarding, effective communication, and alignment of client expectations.
- Build review presentations and client proposals, leveraging market and investment product knowledge for systematic strategies.
- Maintain client communication records in the relationship management platform, ensuring accurate and up-to-date information.
- Respond promptly and professionally to incoming emails, calls, and meeting requests from clients and prospects.
- A bachelors degree and/or related work experience is preferred
- Ideally 2-5 years of experience in a financial services firm. Working knowledge of financial planning topics and strategies; basic understanding of industry rules and regulations is required
- Experience working with various Custodian Platforms (Pershing, Fidelity, Schwab, etc.)
- Experience with CRM, financial planning, and portfolio management software strongly preferred
- Strong leadership experience demonstrated
- Strong academic and professional background
- Exceptional communication and presentation skills
- Strong attention to detail, poised, organized, and keen sense of urgency
- Able to manage multiple tasks efficiently
- Strong Excel skills and experience with Microsoft Office products
- Strong problem-solving skills and the ability to understand complex issues
- Team player
- Series 65 license (required for role; pursuit to begin shortly after start date if not already held and is expected to be passed within three months)
- Excellent communication skills (verbal, written and listening)
- Proficient in Microsoft Office Suite required
- Proficiency in firm CRM preferred
- Demonstrates personal integrity, honesty, and ability to deal with confidential information on a daily basis
- Ability to deal with stress in an ever-changing investment market and financial services
- Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
- Position Type: Full-Time and In-Office
- Highly competitive draw and excellent benefits including employer-subsidized medical and dental plans, 401(k) plan
- Great work environment and outstanding co-workers
-
Financial Advisor
1 week ago
OMNI Financial Services Orlando, United StatesPlease Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct inform ...
-
Financial Advisor
1 week ago
OMNI Financial Services Orlando, United States(Local candidates only) - Please Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligenc ...
-
Financial Advisor
22 hours ago
NorthCoast Asset Management Orlando, United StatesNorthCoast Asset Management, headquartered in Greenwich, CT, provides specialized investment solutions to high-net-worth clients and institutions. · The Financial Advisor serves as an integral part of the team. The ideal candidate is a great communicator, organized, enthusiastic ...
-
Financial Advisor
1 day ago
Thrivent Financial Services Orlando, United StatesCompany Description · Thrivent Financial Services is a reputable investment management company located in Chilton, Wisconsin, providing financial guidance, wealth management, insurance, and more to clients throughout the United States. · Role Description · This is a full-time hyb ...
-
Financial Advisor
1 week ago
OMNI Financial Services Orlando, United StatesPlease Note: Omni Financial Services, FLORIDA is not affiliated with any other Omni Financial Services group in the US. We are independent and HQ'd out of Fort Myers with locations in Orlando & Tampa. When researching our company, please use due diligence to ensure correct inform ...
-
Financial Advisor
5 days ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relati ...
-
Financial Advisor
4 days ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advis ...
-
Experienced Financial Advisor
2 days ago
New York Life - Orlando Orlando, United StatesJob Description · Job DescriptionNew York Life is looking for talented Advisors. · Working as an Advisor for New York Life allows you to provide clients with the advice and support they need to pursue their financial goals while carving out a prosperous future for yourself. Our A ...
-
Financial Advisor
6 days ago
Merit Wealth Advisors Maitland, United StatesJob Description · Job DescriptionAbout Us: Merit Wealth Advisors is a boutique financial services firm dedicated to providing comprehensive wealth management solutions to individuals, families, and businesses. With a commitment to excellence and a client-centric approach, we stri ...
-
Financial Aid Student Advisor
2 weeks ago
Full Sail University Winter Park, United States OTHERIf you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that welcomes and values creativity, and a work e ...
-
Cascade Ventures Horizon West, United StatesAbout Us: · At Horizon West, we specialize in providing comprehensive advice to our clients in the areas of retirement planning, wealth management, financial planning, and essential protection. We do not engage in cold calling, but instead focus on scheduling consultation appoint ...
-
Wealth Advisor
2 days ago
Charles Schwab Orlando, United States Full timePosition Type: RegularYour opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · As a Wealth Advisor within Schwab ...
-
Director of Investments
1 week ago
Northwestern Mutual- Windermere, FL Orlando, United StatesOverview: · The responsibilities of the Director of Investments are to build out and be an advocate for efficient operational processes for the firm. They are responsible for partnering with the Diverse Wealth Partners and home office to ensure processes are compliant. They overs ...
-
Entry-level Insurance Sales Agent
1 week ago
New York Life - Orlando Office Orlando, United StatesOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility ...
-
Survey Director
1 week ago
Bowman Consulting Group, Ltd. Orlando, United StatesOverview: · Bowman has an opportunity for a Survey Director to join our team in Orlando, FL. At Bowman, we believe in creating opportunities for aspiring people to thrive and achieve ambitious goals. That's why a career at Bowman is more than a job. It is an opportunity to be par ...
-
Financial Aid Advisor
6 days ago
Kavaliro Clermont, United StatesKavaliro is seeking a Financial Aid Advisor for a client in Clermont, FL. · Responsibilities: · Provide one-on-one financial aid counseling to students and families, assisting with the completion of financial aid applications, including the Free Application for Federal Student A ...
-
Amanda Chase Koenig - State Farm Agent Winter Park, United StatesPosition Overview · Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance and Financial Services Position - State Farm Agent Team Member. · Are you a highly motivated individual with a passion for building strong rela ...
-
ZephyrTech Sanford, United StatesAbout us · With 200 years of experience and 100 percent expertise, we are BECKER-SCHOELL AG, professionals in pet food. We are the experts in wholesale pet food and an important logistics partner for our customers. Through the introduction of the semi-automated picking system Aut ...
-
Financial advice
2 weeks ago
Matrix Dynamics Altamonte Springs, FL, United States FreelanceAt our company, the focus is on people. That's why we value a positive and strong corporate culture where employees and customers feel comfortable. · Responsibilities: · As a financial advisor, you will be the first point of contact for assigned customers for all financial needs. ...
-
Balance Accountant
1 week ago
Quantum Dynamics Gotha, United StatesOn behalf of our partner company in Hamburg, we are currently seeking a "Bilanzbuchhalter (m/w/d)" to join our team as soon as possible. YOUR NEW RESPONSIBILITIES - Responsibility for all balance sheet-related matters - Preparation of monthly, quarterly, and annual financial stat ...
Financial Advisor - Orlando, United States - NorthCoast Asset Management
Description
NorthCoast Asset Management, headquartered in Greenwich, CT, provides specialized investment solutions to high-net-worth clients and institutions.
The Financial Advisor serves as an integral part of the team. The ideal candidate is a great communicator, organized, enthusiastic, and is a self-starter. It's imperative that the person will support the vision, positive culture, and team spirit. They will focus on team and client success, client service, trade, and project managing assignments. The Financial Advisor must have good time management skills and be flexible in a fast-paced and changing environment. This position also requires attention to detail, the ability to work quickly and efficiently with given technology, and the ability to multi-task. This position requires the team member to be in the office full-time.
Role & Responsibilities:
Required Knowledge/Skills/Competencies:
Experience & Education
Skills and Knowledge
Employment Particulars