- Step into an existing book of clients and a multiple bank branch referral network
- 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
- 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
- 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
- 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
-
Financial Advisor
5 days ago
Northwestern Mutual Jacksonville, United StatesNorthwestern Mutual is seeking driven Sales Professionals who want to build a financial business with unlimited earning potential, set their own pace and maintain a flexible schedule. Dedicated to serving, we are looking for people with a great drive to succeed, the passion to ma ...
-
Financial Advisor
1 week ago
First Command Financial Services, Inc Jacksonville, 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 ...
-
Senior Financial Advisor
5 days ago
ViziRecruiter Jacksonville, United StatesIntroduction · RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation · Overview If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could b ...
-
Equitable Advisors Jacksonville, United StatesEquitable Advisors- Entry Level Financial Advisor Leadership Program · Are you interested in building your own client network of clients within a team-based atmosphere and becoming a high performing wealth manager and financial consultant? Are you also interested in an accelerate ...
-
Life Planning Partners Inc Jacksonville, United StatesLife Planning Partners, Inc. is a nationally known boutique fee only financial planning firm located in Jacksonville, Florida. We are looking for a financial planning associate. · If the following fits your situation, we would love to talk with you about working with us: · You ar ...
-
BlueNova Industries Jacksonville, United StatesJoin the exciting world of game development in Jacksonville We are currently seeking individuals with a passion for gaming to join our team. As a Games Programming Diploma student, you will have the opportunity to learn and develop skills in a variety of game genres, including 3D ...
-
Internal Financial Advisor
2 days ago
ValuTeachers Ponte Vedra, United StatesJob Description · Job Description · Qualifications: · If you have ever worked with Edward Jones we would like to hear from you. · Bachelor's degree in a business-related field or equivalent professional experience. · Prefer experience working with defined contribution plans, 403( ...
-
Entry Level Wealth Management Associate
2 days ago
Equitable Advisors Jacksonville, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. · Equitable Advisors is see ...
-
Financial Representative
4 days ago
Northwestern Mutual Jacksonville, United StatesJob Description · Northwestern Mutual is seeking driven individuals who want to build a financial business with unlimited earning potential, set their own pace and maintain a flexible schedule. Dedicated to serving, we are looking for people with a great drive to succeed, the pa ...
-
Associate Personal Wealth Advisor
5 days ago
eCruit Jacksonville, United StatesOverview · Reference · APWA1 · Salary · $40,000 - $65,000/annum · Job Location · - United StatesFloridaJacksonville · Job Type · Permanent · Posted · 09 April 2024 · Associate Personal Wealth Advisor - $40,000-$65,000 + Benefits- Fleming Island, FL (Office based) · The Role · ...
-
Senior Wealth Advisor, Jacksonville, FL
6 days ago
Savvy Wealth Jacksonville, United StatesAbout the job Senior Wealth Advisor, Jacksonville, FL · The Opportunity · Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that stream ...
-
Senior Wealth Manager, Jacksonville, FL
5 days ago
Savvy Wealth Jacksonville, United StatesAbout the job Senior Wealth Manager, Jacksonville, FL · The Opportunity · Savvy Wealth is a technology-driven RIA shaping the future of wealth management. We hire top advisors with existing books of business and supercharge their growth with our proprietary software that stream ...
-
RV Repair Technician
5 days ago
Blue Compass RV Jacksonville, United StatesAre you ready for a change and to drive your career to the next level? Start your journey with Blue Compass RV as we are looking for RV Repair Technicians to join our team and deliver extraordinary customer experiences. We are looking for someone skilled in automotive, carpentry, ...
-
Treasury Management Advisor
1 week ago
Pinnacle Financial Jacksonville, United StatesAt Pinnacle, our goal is to create an atmosphere where people can become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and excellent. For us, it starts with hiring the right people. · * We ...
-
Business Location Leader
3 days ago
Midas - PGW Jacksonville, United StatesAt Palmetto Garage Works we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis and repair utilizing the expertise attained through years of automotive repair experience. We are locally owned and our store leader operates the bus ...
-
Bank of America Jacksonville, United States Full timeJob Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...
-
Medicare Advisor- Remote/ Jacksonville
2 days ago
Chapter Jacksonville, United StatesWhy We Exist · Every morning, 11,000 Americans wake up and begin their first day of retirement. While retirement should be an exciting, empowering, and fulfilling part of one's life, the reality today is that retirement brings along with it a fundamentally new set of challenges ...
-
Client Service Associate
1 week ago
Morgan Stanley Jacksonville, United States*POSITION SUMMARY* · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capa ...
-
Financial Controller
5 days ago
Ascendo Resources Jacksonville, United StatesController · Responsible for directing the accounting functions and financial management of the organization including the preparation of financial statements in accordance with GAAP, monthly forecasts, annual budgets, and comprehensive financial / operational analytics and repor ...
-
Implementation Consultant
1 day ago
SS&C Technologies Jacksonville, United StatesSS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 of ...
Financial Advisor - Jacksonville, United States - Roguesearch
Description
Financial Advisor
Jacksonville, FL
If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Step into existing AUM and utilize a multiple-bank branch referral network for rapid growth from local leads. Must have a series 7, and 65), and insurance license.
Highlights:
What youll do:
Responsibilities:
What youll need:
[Rogue Search]
