Advisor Talent Solutions
Financial Advisor - RIA Firm - Pembroke Pines, FL
Advisor Talent Solutions, Florida, New York, United States
Financial Advisor - RIA Firm - Pembroke Pines, FL
Join to apply for the Financial Advisor - RIA Firm - Pembroke Pines, FL role at Advisor Talent Solutions.
Our well‑established and growing financial firm, Durham Loyal Wealth Management in Pembroke Pines, FL, is seeking to add a Financial Advisor to our team.
The Financial Advisor will have the opportunity to meet one‑on‑one with company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, participation in public seminars, and introducing the main Advisor.
Key Traits
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
Entrepreneurial perspective to build a client base
Persuasive ability
Minimum Requirements
College degree preferred
3+ years of financial services experience
215 Licensed (Life, health & annuities)
Strong organizational, prioritization, interpersonal & management skills
Strong mathematical and analytical skills
Excellent communication skills, verbal & written
Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
Experience with CRM (Wealth Box, Salesforce, Red Tail) preferred
Position Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long‑term care, and managed money
Provide financial planning advice including investment, insurance, and retirement
Develop, manage, and retain strong client relationshipsAssist the main Advisor with meeting individual and team goals
Salary
TBD
Benefits
Health Insurance
401k
Hours
Flexible
Some seminar attendance
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Sales
Presented by Advisor Employee Services.
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr
Our well‑established and growing financial firm, Durham Loyal Wealth Management in Pembroke Pines, FL, is seeking to add a Financial Advisor to our team.
The Financial Advisor will have the opportunity to meet one‑on‑one with company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, participation in public seminars, and introducing the main Advisor.
Key Traits
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
Entrepreneurial perspective to build a client base
Persuasive ability
Minimum Requirements
College degree preferred
3+ years of financial services experience
215 Licensed (Life, health & annuities)
Strong organizational, prioritization, interpersonal & management skills
Strong mathematical and analytical skills
Excellent communication skills, verbal & written
Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
Experience with CRM (Wealth Box, Salesforce, Red Tail) preferred
Position Responsibilities
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long‑term care, and managed money
Provide financial planning advice including investment, insurance, and retirement
Develop, manage, and retain strong client relationshipsAssist the main Advisor with meeting individual and team goals
Salary
TBD
Benefits
Health Insurance
401k
Hours
Flexible
Some seminar attendance
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Sales
Presented by Advisor Employee Services.
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
#J-18808-Ljbffr