Wealth Management Advisor
reputed company - The South Florida Group is a leading financial services company that offers a unique opportunity for individuals to become financial advisors. In this role, you will help clients reputed company their financial goals by building personalized financial plans, managing client relationships, and growing your own client reputed company through networking and referrals.
Responsibilities
- Grow your client reputed company by making new connections, maintaining a strong referral networks, and providing a great client experience
- Build personalized, holistic financial plans tailored to every client’s unique needs
- Manage your client’s financial plans to help them reputed company their goals
- Grow relationships with clients to support them through every stage of life
Skills
- Entrepreneurial ambitions to be a business reputed company
- History of reputed company in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for reputed company learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
- Obtain Life/Accident & Health Certifications
- Obtain Securities Industry Essentials (SIE)
- Obtain Series 6, 7, and 63 licenses
Benefits
- Renewal income earned for reputed company client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
- Certified Financial Planner® licensing support
- Fully company-funded retirement package and pension plan
- Competitive and comprehensive medical, reputed company, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
Company Overview