Lead Financial Advisor
2 weeks ago
Oxford Advisory Group is seeking a highly skilled and experienced Lead Financial Advisor to join our team in the Orlando market. As a key member of our team, you will be responsible for building and maintaining relationships with new and prospective clients, assessing their financial situations, and developing strategies to resolve retirement planning issues.
Key Responsibilities:
- Assess client assets, goals, risk tolerance, and general retirement plan to determine if improvements are needed.
- Review existing Annuity, Life, Long Term Care, and/or Disability insurance policies to determine if they still meet client needs.
- Build strategies and offer strategic advice on products and services such as investments and insurance according to fiduciary standards.
- Interact professionally with clients by phone and/or in person to update the client's profile and financial situation/needs.
- Complete appointment dictations and keep CRM updated by entering detailed notes.
- Meet production targets that impact overall company revenue goals.
- Prepare client reports and review summary for strategy implementation.
- Speak to groups of prospective clients at dinner events or other public events.
- Assist with client onboarding process.
Requirements:
- 4-year degree in Accounting, Finance, or related field
- Series 65 or 7/66 with Life & Health Licenses
- 2-7 years in financial services offering investment management and insurance services
- Experienced public speaker
- Strong experience with MS Office and the ability to learn new software quickly
- Excellent written and verbal communications skills both in person and via phone
- Proactive mentality, positive attitude, and consistent follow through
- Highly intelligent, strong organizational skills and attention to detail
- Ability to work independently with good time management and critical thinking skills
Benefits:
- 100% commission-based compensation with the opportunity for a negotiated salary and/or draw for a predetermined period
- Full medical/dental/vision benefits
- 401k plan with 4% company match
- Unlimited PTO opportunity in time and all paid holidays including your birthday
Job Type: Full-time
Pay: $100,000.00 per year
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