Senior Financial Advisor

<strong>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</strong>

Naples, FL

Rogue Search

<p>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</p> <p>During this time, we have found many recruitment Search Firms that are trying to hang on to outdated strategies, policies and logic that just doesn&rsquo;t make sense anymore including:</p> <ul> <li>The higher the level of search, the higher percentage fee you pay</li> <li>Fee Guarantee periods that don&rsquo;t exceed your own internal retention performance</li> <li>Don&rsquo;t partner with Human Resources, only work with Hiring Managers</li> </ul> <p><strong>Time for a change.&nbsp; Time to partner with RogueSearch</strong></p> https://www.roguehire.com/

keywords: job description,highlights,planning,management,organization,business development,maintenance,sales,goals,experience,insurance,communication,skills,knowledge

Full Time

Overview: Financial Advisor - Naples, FL 0424 Naples, FL Apply for this job Senior Financial Advisor<br />Naples, FL<br /><br />If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor this opportunity is for you. Be the lead Financial Advisor and step into a book of business and have a multiple-branch referral network in Naples. Utilize the many resources at this top investment firm to be a cornerstone of your business for future growth.<br /><br /><strong>Highlights:</strong> <br /> Step into an existing book of business and referral network Complete open architecture with an Advisor driven platform Seeking a Financial Advisor who wants to accomplish something of lasting value for their customers, for their community, and for themselves <br /><br /><strong>What you&rsquo;ll do:</strong> <br /> Maintain presence within the bank to develop strong relationships and credibility with internal and external clients Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers <br />
Responsibilities: <ul> <li>Serves as a coach and mentor for licensed bank employees</li> <li>Achieving sales goals while serving the client's best interests</li> <li>Plan and conduct individual and group coaching sessions with retail bank employees</li> <li>Conduct internal and external seminars to focus on business development and growth</li> <li>Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits</li> <li>Recognize and reward achievement of goals</li> <li>Accountable for always doing the right thing for customers and colleagues and ensuring that actions and behaviors drive a positive customer experience&nbsp;</li> <li>Post-appointment follow-up to maintain relationships and develop referrals from an existing client base</li> </ul>
Requirements: <ul> <li>Brokerage industry experience in an advisory capacity</li> <li>You will need a Series 7,66 (63 and 65) State insurance license</li> <li>Ability to motivate others in a team environment</li> <li>Demonstrated ability to simplify and communicate complex financial concepts</li> <li>Proven experience in building strong internal and external client relationships</li> <li>Highly developed knowledge of the securities business, investment products, and financial solutions</li> <li>Highly developed sales and presentation skills</li> </ul>