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Senior Financial Consultant

2 months ago

Tampa, Florida, United States Oxford Advisory Group Full time

Join Oxford Advisory Group as a Senior Financial Consultant

Are you a seasoned financial consultant looking for a fulfilling role with a reputable Registered Investment Advisor (RIA) firm? Oxford Advisory Group (OAG) is in search of a Principal Wealth Advisor to enhance their talented team. The perfect candidate will possess a robust background in finance or accounting, coupled with proficiency in asset management and insurance solutions.

Position Overview:

  • Collaborate with regional clientele to evaluate financial circumstances and devise retirement plans
  • Offer strategic guidance on investment opportunities and insurance offerings
  • Foster client relationships and refresh profiles as necessary
  • Achieve production objectives to support the company’s revenue aspirations

Essential Qualifications:

  • Bachelor's degree in Finance, Accounting, or a related discipline
  • Possession of Series 65 or 7/66 licenses along with Life & Health certifications
  • 2-7 years of experience in the financial services sector
  • Excellent communication and organizational abilities
  • Capability to work autonomously and manage time efficiently

Preferred Skills:

  • Familiarity with Salesforce CRM software
  • At least 2 years of experience in a dynamic office setting

This is a full-time role offering a competitive salary and benefits package, including medical, dental, and vision coverage, a 401k plan, and unlimited paid time off.