Financial Services Professional

7 hours ago

Tampa, Florida, United States Magellan Financial & Insurance Services, Inc. Full time

About Us:

Magellan Financial & Insurance Services, Inc. is a leading provider of comprehensive financial planning and wealth management services. Our team of experts is dedicated to helping individuals and families achieve their financial goals through personalized guidance and support.

Job Summary:

We are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial planning and wealth management services to our clients, helping them to achieve their financial objectives and secure their financial futures.

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their unique financial goals, risk tolerance, and time horizon.
  • Manage and grow client portfolios, using a range of investment products and strategies to maximize returns and minimize risk.
  • Communicate complex financial concepts in a clear and concise manner, helping clients to understand their financial situation and make informed decisions.
  • Provide ongoing support and guidance to clients, helping them to stay on track with their financial plans and achieve their goals.
  • Stay up-to-date with industry developments and best practices, continually improving your knowledge and skills to provide the highest level of service to clients.

Requirements:

  • Active holder of Life and Health Insurance Licenses and a Series 65 or 66 License.
  • Proven experience in sales and financial planning, with a strong track record of success.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
  • Ability to work independently and as part of a team, with a strong commitment to delivering exceptional client service.

What We Offer:

We offer a competitive salary and bonus structure, as well as a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off. We are an equal opportunity employer and welcome applications from diverse candidates.

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