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Financial Advisor

4 months ago

Boca Raton, United States RogueSearch Full time

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, 66 (63 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