Senior Financial Strategist

3 weeks ago


Fort Lauderdale, Florida, United States Sound Income Academy Full time
Job Title:

**Senior Financial Strategist**

About the Job

We are seeking an experienced Senior Financial Strategist to join our team at Sound Income Academy. As a key member of our coaching team, you will play a pivotal role in supporting the growth initiatives of our Financial Advisors, helping them maximize their sales, growth, and profit through our agency development process.

This is a challenging yet rewarding opportunity for a motivated and energetic professional with excellent communication and organizational skills. You will be working closely with advisors, staff, and coworkers to deliver high-level strategic guidance and support that directly impacts advisor business operations.

Key Responsibilities
  • Provide high-level strategic guidance and support to Financial Advisors.
  • Analyze complex business challenges faced by Financial Advisors and formulate tailored solutions.
  • Exercise independent judgment in working directly with Financial Advisors and their staff to develop and implement comprehensive strategies.

Requirements:

  • Bachelor's degree in finance, Business Administration, or a related field.
  • Series 65 license required.
  • Minimum of 3 years of experience in the financial services industry.

Salary:** $80,000 - $120,000 per year, depending on experience.



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