Financial Advisor
| Company | Osaic |
|---|---|
| Location | Wimauma, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- 5+ years of relevant experience as a financial advisor that directly aligns with the specific responsibilities for this position
- A demonstrated track record of consistently meeting and/or exceeding performance expectations
- Possesses a bias for action and avoids workplace distractions
- Drives performance targets to completion
- Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)
Responsibilities
- Business development / prospecting new clients
- Portfolio review / portfolio allocation
- Financial planning
- Client experience and relationship management
- Keeping current with markets, investments, news, social events, managers, products, allocation trends, technology, and anything else that would impact the client
- Teamwork and maintaining a respectful and cohesive environment
Preferred Qualifications
- FINRA Series 7 and Series 66 licensure
- Life and Health insurance licenses
- Financial Planning Knowledge: Strong understanding of financial markets, investments, and financial planning principles.
- Communication Skills: Excellent verbal and written communication skills to effectively communicate with clients.
- Analytical Skills: Ability to analyze financial data and make informed decisions.
- Sales and Relationship Management Skills: Ability to build and maintain relationships with clients and generate new business.
- Professional Certifications: CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) a plus.
- Legal and Regulatory Knowledge: Understanding of relevant financial laws and regulations.