Licensed Financial Professional, Wealth & Insurance Advisor
Overview
You will own client relationships and financial plans for families in the Miami area. You will sit on a team that grows its own book of business through referrals, community involvement, and personal networking. You will operate with autonomy to set your schedule and pursue performance incentives. Your work will directly drive financial security for clients and long-term growth for the firm. This role stands out because you get mentorship from veterans like Grant Stevens and TJ Pacchioli, and you stay rooted in your local community.
What You'll Do9
- 1Engage with clients to understand their financial goals, aspirations, and concerns.
- 2Develop comprehensive financial plans that include investments, insurance, and retirement.
- 3Recommend and implement insurance strategies to protect clients' assets and income.
- 4Monitor clients' financial plans and provide regular updates, adjusting strategies as needed.
- 5Build and maintain a network of clients through referrals, community involvement, and professional associations.
- 6Collaborate with a planning team to deliver tailored solutions for each client.
- 7Leverage Series 6 and 63 licenses to execute investment and insurance transactions.
- 8Drive new business by presenting financial strategies to prospective clients.
- 9Track client portfolios and proactively schedule reviews to stay aligned with their evolving needs.
Requirements8
- 1Bachelor's degree in finance, business, or a related field strongly preferred.
- 21+ years of experience in financial services, insurance, or business development.
- 3Hold state insurance licenses and Series 6 and 63 certifications.
- 4Strong interpersonal and communication skills for building rapport with clients.
- 5Analytical thinking to assess client situations and design sound financial plans.
- 6Proven ability to establish trust and credibility with clients.
- 7Self-motivated to network and generate referrals within the community.
- 8Willingness to participate in ongoing training and development programs.
Salary Insight
$87 - $105k per year
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