Current jobs related to Financial Advisor - Milton - Rhotopia Financial

  • Student Financial Services Advisor

    4 weeks ago

    Milton, Massachusetts, United States Curry College Full time

    Student Financial Services Advisor The Student Financial Services Advisor (SFSA) plays a crucial role within the Financial Aid Department at Curry College, providing exceptional support regarding all facets of student financial issues. This includes guidance on financial aid, payment options, and student account inquiries for both current and prospective...

  • Assistant Store Manager

    2 months ago

    Milton, United States Community Choice Financial Family of Brands Full time

    Overview: As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will take part in overseeing, training, and...

  • Client Relationship Banker

    4 weeks ago

    West Milton, Pennsylvania, United States Susquehanna Community Bank Full time

    Job TypeFull-timeOverviewAre you enthusiastic about assisting clients with their financial aspirations? At Susquehanna Community Bank, we recognize that community banking thrives on reliable relationships, and our approach is distinctly personalized. Our committed team members provide an enhanced banking experience and outstanding customer service to our...

  • Assistant Store Manager

    2 months ago

    Milton, FL, United States Community Choice Financial Family of Brands Full time

    Job DescriptionOverview: As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will take part in...

Financial Advisor

4 months ago

Milton, United States Rhotopia Financial Full time

Financial Advisor Roles 

The Financial Advisor serves as their clients’ primary financial planner and coach. Working on a team of three to six advisor trainees, the Financial Advisor develops and communicates clients’ financial plans. They are tasked with forming deep relationships with their clients and are responsible for their assigned clients’ ongoing advisory experience and results. Financial Advisors also help mentor and develop junior members of their team.


Responsibilities include:

  • Leading clients through the stages of Rhotopia’s Financial Planning process
  • Independently leading client meetings by developing and communicating planning results, advice, and recommendations
  • Serving as the primary financial advisor for clients
  • Managing ongoing client relationships by providing advice, coaching, and inspiration
  • Actively source for leads and new business
  • Mentoring, training, and developing junior members of their advisory team
  • Serving as Rhotopia’s subject matter expert for their designated planning discipline

The Financial Advisor often assist Senior Financial Advisors with pre-sales opportunities. They are mentored by the Senior Financial Advisor on their team.


Qualifications:

  • Driven
  • Coachable
  • Competitive
  • Resilient
  • Strong Work Ethic
  • Track Record of Leadership and Success
  • People Orientated
  • **Background in Finance or Financial Services is REQUIRED


Please Note: Unfortunately, we do not offer sponsorships for international candidates and cannot accept those with an OPT/CPT status.


We are committed to your success and will provide all of the following to help develop you:

  • One-on-one strategic coaching
  • Mentorship, peer group learning environment
  • Virtual and in-person training
  • Remote access to top resources and experts in the industry
  • Marketing systems and capital
  • Leadership advancement track
  • Sponsorship for licenses and ongoing professional training

Benefits

  • Flexible schedule
  • Full Benefits (Health, Dental, 401K, Pension, Vision, HSA, Life, DI)
  • Training Allowance
  • Bonuses
  • Company Sponsored Destination Trips World-Wide '
  • We offer a hybrid work model. Candidates should expect to attend live in-person team meetings and training during the work week.

Compensation

Typical starting compensation for this position is $150-200K. 

As a team, we strive to grow organically and promote from within. Successful Financial Advisors are considered for partnership in the firm and typically advance to the Senior Financial Advisor role in five to eight years.

They will be expected to obtain the Certified Financial Planner (CFP) designation to progress to a Senior Financial Advisor.


Experience and Licensure

Financial Advisors typically have 2-5 years of related experience. Additionally, all Financial Advisors are required to have the following:

  • Series 65
  • Life and Health Insurance License


Job Type: Full-time


Work setting:

  • In-person
  • Office