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Financial Advisor

Employer
Evolution Retirement Services
Location
Fort Myers, Florida, United States
Closing date
Mar 4, 2024

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Financial Advisor

Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well-established and growing financial firm in Fort Myers, FL is seeking to add a Financial Advisor to our Team!

The Financial Advisor will have the opportunity to meet one on one with the 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, and participation in public seminars - to include introducing the main Advisor.

Key Traits:
  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build client base
  • Persuasive ability


Minimum Requirements:
  • College degree preferred
  • 3+ years of financial services experience with an emphasis on sales
  • Florida 215 Insurance License; Series 65 (if you do not have, must get within first 60 days)
  • Strong organizational, prioritization, interpersonal, and management skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
  • Experience with Redtail/CRM preferred, but not required


Position Responsibilities:
  • Prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care, and managed money
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Assist main Advisor with meeting individual and team goals


Salary and Benefits
  • $75-100K plus bonuses, based on experience
  • Tradition 401(k) and Roth 401(k) options, Matching contributions, and PTO


Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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