Financial Lead Advisor

3 weeks ago

Tallahassee Florida, United States Southern Wealth Full time
About Southern Wealth

Southern Wealth is a leading financial services firm that has been serving clients for over two decades. Our mission is to provide expert financial guidance and support to individuals and families, helping them achieve their long-term financial goals.

Job Summary

We are seeking a highly skilled and experienced Financial Lead Advisor to join our team. As a Financial Lead Advisor, you will be responsible for providing comprehensive financial guidance and expertise to our clients. You will play a crucial role in managing client relationships, analyzing financial data, developing financial strategies, and ensuring compliance with relevant regulations.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with clients, acting as their primary point of contact for all financial matters.
  • Financial Analysis and Planning: Conduct comprehensive financial analyses, including budgeting, forecasting, and investment evaluations, to assess clients' current financial status and identify areas for improvement.
  • Investment Management: Conduct thorough research and analysis to identify suitable investment opportunities for clients, taking into consideration their risk profiles and investment objectives.
  • Compliance and Risk Management: Ensure compliance with all relevant laws, regulations, and industry standards.
Requirements
  • Minimum of 5 years' experience working as a Financial Advisor or similar role.
  • Bachelor's degree or higher from an accredited institution.
  • Evidence of building and maintaining successful client relationships.
  • Professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) (preferred).
  • Valid securities licenses (Series 7, 66 or 63/65) and insurance licenses (preferred).
  • In-depth knowledge of financial markets, investment strategies, retirement planning, tax regulations, and risk management principles.
  • Strong analytical skills with the ability to interpret complex financial data and generate actionable insights.
  • Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to clients in a clear and concise manner.
  • Proficiency in financial software and tools, as well as Microsoft Office Suite.
  • Ability to pass a rigorous criminal background check.
Benefits
  • A competitive annual salary plus commission structure.
  • 10 days of paid time off (this number increases alongside your tenure with the company).
  • Subsidy for health insurance (available after your first month).
  • Group rates for dental, vision, and supplemental insurance.
  • Employer-sponsored short- and long-term disability insurance.
  • 401k with employer match (100% up to 3%, 50% up to 5%).
  • Numerous team-building activities and regular check-ins.

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