Financial Advisor - Coral Springs, FL
Core
Financial Advisor providing financial planning guidance and selling investment management solutions to achieve client goals in asset accumulation, preservation, growth, and protection.
Role type
Financial Advisor (3-year program)
Builds
Investment management solutions and financial plans
Domain
Wealth Management / Financial Services
Required skills
investment sales, financial planning, client relationship management, regulatory compliance, consultative selling, business development, wealth product knowledge, client onboarding, annual review execution, mentoring
Preferred skills
Bachelor's degree, self-directed planning, advanced wealth management techniques, community engagement
Technologies
SIE, Series 7, Series 63, Series 66, L&H
Responsibilities
Conduct client discovery and financial needs analysis; deliver onboarding and annual client reviews; meet quarterly and annual sales goals; refer clients to Retail and Wealth partners; ensure regulatory compliance and continuing education; mentor new Financial Advisors; foster positive team environment.
Seniority
Entry to Mid-level, structured 3-year program