Team Sponsored Launch - North Central Florida Group
Core
A sponsored launch role for a Team-Based Financial Advisor focused on learning, development, and joint fieldwork with Lead Advisors to build a book of business.
Role type
Junior Financial Advisor (Sponsored Launch)
Builds
Client relationships and financial advice services for families in Gainesville, FL and the Florida Panhandle.
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, sales, client relationship management, product positioning, application completion, data analysis, Microsoft Office, Salesforce
Preferred skills
Business acumen, multitasking, integrity with confidential information
Technologies
Salesforce, Money Guide Pro, What-If Tax
Responsibilities
Participate in joint fieldwork with Lead Advisors, meet with new and existing clients to build a book of business, solicit and sell appropriate products, position strategies to help clients gain financial clarity, research and respond to client inquiries, schedule and document client meetings
Seniority
Entry-level, mentored IC