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Lead Financial Advisor

2 months ago

Tampa, Florida, United States Oxford Advisory Group Full time

Exciting Opportunity at Oxford Advisory Group

We are seeking a highly experienced Financial Advisor to join our dynamic team at Oxford Advisory Group. As a respected RIA firm, we are committed to delivering exceptional financial services to our clients.

Key Responsibilities:

  • Collaborate with regional clients to assess their financial situations and develop tailored retirement strategies
  • Provide expert advice on investments and insurance products to meet clients' needs
  • Maintain strong client relationships and update profiles as required
  • Meet production targets to drive company revenue goals

Requirements:

  • 4-year degree in Accounting, Finance, or a related field
  • Series 65 or 7/66 with Life & Health Licenses
  • 2-7 years of experience in financial services
  • Excellent communication and organizational skills
  • Ability to work independently and manage time effectively

Preferred Skills:

  • Experience with Salesforce CRM software
  • 2+ years in a fast-paced office environment

What We Offer:

A full-time position with a competitive compensation package and benefits, including medical/dental/vision, 401k plan, and unlimited PTO.