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Financial Advisors

2 months ago

Orlando, United States Abacus Life (ABL) Full time

ABL Wealth, Abacus Life Inc.


Based in Orlando, FL, Abacus Life is a leading vertically integrated alternative asset manager and market maker, democratizing the life insurance industry. Over the past 20 years, Abacus has built an institutionalized origination and portfolio management process that is supported by 100+ team members. The company purchases life insurance policies from consumers seeking liquidity and actively manages those policies over time (via trading, holding, and/or servicing). With over $4.6B in face value of policies purchase, Abacus has helped thousands of clients maximize the value of life insurance. Abacus Life is the only public life settlement company, trading on the Nasdaq Exchange under the ticker symbol ABL.



ABL Wealth (RIA), a division of Abacus Life, is hyper focused on developing highly customized wealth management solutions based on Lifespan investing by cultivating a profound understanding of our clients, their families, priorities and preferences. From this essential foundation, we help our clients achieve ongoing lifestyle goals and fulfill the purpose that they envision for themselves, their family, and their community.


ABL Wealth is aggressively looking to expand and seeking motivated, client-focused financial advisors and/or advisor teams to join our division. In this role, you will work closely with our team to provide comprehensive financial planning and investment management services to our clients. As a key member of our firm, you will contribute to our mission of helping individuals and families achieve their financial goals.


Responsibilities:


· Actively managing leads generated from the direct-to-consumer channel.

· Develop and maintain strong relationships with clients, understand their unique financial situations, goals, and risk tolerance.

· Assist in creating and implementing personalized financial plans, including retirement planning, investment strategies, tax planning, estate planning, and insurance analysis.

· Conduct thorough research and analysis on investment opportunities, market trends, and economic conditions to provide informed recommendations.

· Collaborate with senior advisors to develop and monitor client portfolios, ensuring alignment with their investment objectives and risk profiles.

· Prepare and present clear and concise financial reports and statements to clients during review meetings.

· Stay current with industry regulations, trends, and best practices, continuously expanding your knowledge and expertise.

· Participate in client acquisition efforts, such as seminars, networking events, and marketing initiatives.


Knowledge, Skills & Abilities


· Bachelor’s degree in business, finance, or economics, accounting or related field.

· 3+ years of experience in financial planning, investment management, or related field.

· Hold a current Series 65 (Uniform Investment Advisor Law Examination) or Series 66 (Uniform Combined State Law Examination) license.

· Strong analytical and problem-solving skills, with the ability to interpret and communicate complex financial information.

· Excellent communication and interpersonal skills, with the ability to build rapport with clients.

· Proficiency in financial planning software and Microsoft Office suite.

· Commitment to continuing education and professional development.


We offer a competitive compensation package, including a base salary, bonus opportunities, commissions, and potential to participate in equity incentive plan. Excellent benefits and opportunities for professional growth and advancement within our firm.


If you are a dedicated and driven financial professional with a passion for helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.


To apply, please submit your resume to fei.xue@abacuslife.com