Financial Advisor
Meek Rainey Group - Fort Lauderdale, FL

This job posting is no longer available on Meek Rainey Group. Find similar jobs: Financial Advisor jobs - Meek Rainey Group jobs

Are you looking for an opportunity to expand your career, be a part of a successful team, and utilize excellent customer service in working with clients? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and going the extra mile, then we would like to talk to you! Our well established and growing financial firm in Fort Lauderdale, Florida is seeking to add a Financial Advisor to our Team! Someone with experience as a Financial Advisor in a banking environment would soar in this position.This Financial Advisor will have the opportunity to meet one on one with the Lead Advisor's leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always putting clients first. This Advisor has enough leads to support an Associate Advisor. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. There will be a training period; but we are looking for someone to take the reins and jump into their independent work quickly.Minimum Requirements: College degree; preferably a Bachelor's degree 3 + years of financial services experience with an emphasis on sales Life and Health Licensed; Series 7 65; Series 6, 63 preferred in addition Strong organizational, prioritization, interpersonal management skills Strong mathematical and analytical skills Excellent communications skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word Power point) Experience with Redtail/CRM preferred, but not requiredSomeone with financial planning experience in a banking environment would do well in this position.Position Responsibilities: Prepare, present and implement customized financial plans Assist clients with annuities, life, long-term care managed money Provide financial planning advice to include investment, insurance retirement Develop, manage and retain strong client relationships Assist main Advisor with meeting individual and team goalsKey Traits: Strong initiative Positive attitude Ability to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive abilityPresented by Meek Rainey Group, LLCThank you for your interest in the Financial Advisor role. Meek Rainey Group, LLC, a consulting firm located in Olathe, 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!Due to the volume of response to our postings - please do not contact the office or email us individually. The best way to be considered for this position will be to apply to this posting with your resume. We are dedicated to responding to each applicant in a timely manner.

Keywords: Financial Advisor, Finance, Fort Lauderdale, Miami, Boca Raton, Florida, Sales, Advisor, Financial Planner

Meek Rainey Group - 20 months ago - save job - block
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