Financial Advisor

5 days ago


Cape Coral, Florida, United States IncredibleBank Full time
About the Role

IncredibleBank is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing exceptional customer service and building strong relationships with clients to help them achieve their financial goals.

Key Responsibilities
  • Develop and maintain a portfolio of clients, providing personalized financial planning and investment advice to help them achieve their financial objectives.
  • Conduct thorough financial needs analyses to understand clients' financial situations and provide tailored solutions to meet their needs.
  • Stay up-to-date with market trends and economic conditions to provide informed investment advice and guidance to clients.
  • Collaborate with internal teams to ensure seamless delivery of financial services and products to clients.
  • Continuously develop and improve skills and knowledge to stay current with industry developments and best practices.
Requirements
  • Minimum 2 years of experience in financial services, preferably in a wealth management or investment advisory role.
  • Strong understanding of financial markets, products, and services.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Series 7, Series 63/66, and Series 65/66 registrations required.
About IncredibleBank

IncredibleBank is a leading online community bank that provides a wide range of financial services and products to individuals and businesses. We are committed to delivering exceptional customer service and building strong relationships with our clients. Our team is passionate about helping our clients achieve their financial goals and live their best lives.

We offer a competitive compensation package, including a base salary, commissions, and bonuses. We also provide a comprehensive benefits package, including health insurance, retirement plans, and paid time off. If you are a motivated and experienced Financial Advisor looking for a new challenge, we encourage you to apply for this exciting opportunity.


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