Liberty Personnel Services, Inc.
6 days ago Be among the first 25 applicants
Financial Advisor
Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded. As a Financial Advisor, you'll be an essential member of our team, providing clients with experienced and thoughtful financial guidance. Job Details:
Financial Advisor
Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded. As a Financial Advisor, you'll be an essential member of our team, providing clients with experienced and thoughtful financial guidance.
Enjoy a competitive compensation package that includes a base salary, performance bonuses, full benefits, and numerous professional development opportunities.
Key Responsibilities:
Craft and execute a strategic business development plan to attract new clients. Engage with leads, prospects, and existing clients to uncover financial needs. Deliver effective presentations to maximize business development impact. Oversee seamless client onboarding and financial planning implementation. Collaborate with the Operations team to efficiently open accounts and transfer assets. Build and nurture client relationships through expert advice and financial education. Schedule and conduct regular client meetings to review financial plans. Coordinate with the CIO to align investment strategies with client risk tolerances. Ensure compliance with marketing and sales specifications. Utilize technology platforms including CRM, trading, and money movement systems.
Qualifications:
A minimum of 5 years of direct client interaction experience in investment advisor Bachelor’s degree required; Finance or Business degree preferred. Must possess FINRA Series 7, 63, 65, and SIE certifications. Experience with investment research, trade rebalancing, and performance reporting. If you are able to bring a book of business with you, this would be ideal!
Benefits Include:
Competitive salary with revenue sharing and bonuses. Comprehensive benefits package and 401k plan. Generous paid time off and company holidays. Opportunities for professional development and community engagement.
We embrace diversity and provide equal employment opportunities to all employees and applicants. We do not sponsor H-1B visas at this time.
Apply:
To APPLY, email KK@libertyjobs.com or click the Apply button below.
Please add me on LinkedIn - https://www.linkedin.com/in/kriskieres/
Kris Kieres
Liberty Personnel Services
484-238-1976
kk@libertyjobs.com
Employment type
Full-time
Experience
Associate, Senior Associate
Job function
Accounting, Finance, Customer Service, Client Service
#midsenior
#AccountingFinance
#tampa
Keywords: Wealth Management, Financial Advisor, Investment Products, RIA, Financial Planning, Client Relationship Management, Financial Services, Business Development.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Accounting, Banking, and Financial Services Referrals increase your chances of interviewing at Liberty Personnel Services, Inc. by 2x Sign in to set job alerts for “Financial Advisor” roles.
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#J-18808-Ljbffr
Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded. As a Financial Advisor, you'll be an essential member of our team, providing clients with experienced and thoughtful financial guidance. Job Details:
Financial Advisor
Join a dynamic and rapidly growing wealth management practice where your talent and skills are valued and rewarded. As a Financial Advisor, you'll be an essential member of our team, providing clients with experienced and thoughtful financial guidance.
Enjoy a competitive compensation package that includes a base salary, performance bonuses, full benefits, and numerous professional development opportunities.
Key Responsibilities:
Craft and execute a strategic business development plan to attract new clients. Engage with leads, prospects, and existing clients to uncover financial needs. Deliver effective presentations to maximize business development impact. Oversee seamless client onboarding and financial planning implementation. Collaborate with the Operations team to efficiently open accounts and transfer assets. Build and nurture client relationships through expert advice and financial education. Schedule and conduct regular client meetings to review financial plans. Coordinate with the CIO to align investment strategies with client risk tolerances. Ensure compliance with marketing and sales specifications. Utilize technology platforms including CRM, trading, and money movement systems.
Qualifications:
A minimum of 5 years of direct client interaction experience in investment advisor Bachelor’s degree required; Finance or Business degree preferred. Must possess FINRA Series 7, 63, 65, and SIE certifications. Experience with investment research, trade rebalancing, and performance reporting. If you are able to bring a book of business with you, this would be ideal!
Benefits Include:
Competitive salary with revenue sharing and bonuses. Comprehensive benefits package and 401k plan. Generous paid time off and company holidays. Opportunities for professional development and community engagement.
We embrace diversity and provide equal employment opportunities to all employees and applicants. We do not sponsor H-1B visas at this time.
Apply:
To APPLY, email KK@libertyjobs.com or click the Apply button below.
Please add me on LinkedIn - https://www.linkedin.com/in/kriskieres/
Kris Kieres
Liberty Personnel Services
484-238-1976
kk@libertyjobs.com
Employment type
Full-time
Experience
Associate, Senior Associate
Job function
Accounting, Finance, Customer Service, Client Service
#midsenior
#AccountingFinance
#tampa
Keywords: Wealth Management, Financial Advisor, Investment Products, RIA, Financial Planning, Client Relationship Management, Financial Services, Business Development.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Accounting, Banking, and Financial Services Referrals increase your chances of interviewing at Liberty Personnel Services, Inc. by 2x Sign in to set job alerts for “Financial Advisor” roles.
Virtual Client Financial Advisor (June/July class) - Tampa, FL
Clearwater, FL $80,000.00-$100,000.00 1 week ago Financial Professional – Retirement Benefits Group
Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Private Wealth Advisor (or Team) - HNW & UHNW
Wealth Advisor - UHNW, Professional Athletes
Tampa, FL $135,000.00-$175,000.00 2 weeks ago Financial Advisor - Endowments and Foundations
Tampa, FL $100,000.00-$130,000.00 1 week ago Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)
Tampa, FL $150,000.00-$1,000,000.00 1 day ago St. Petersburg, FL $80,000.00-$120,000.00 4 days ago St. Petersburg, FL $100,000.00-$500,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr