Financial Advisor

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

Ocala, 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During this time, we have found many recruitment Search Firms that are trying to hang on to outdated strategies, policies and logic that just doesn&rsquo;t make sense anymore including: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,build,achieve,leadership,investment,business development,financial services,success,skills,experience,sales,certification

Full Time

Overview: <p>Are&nbsp;you&nbsp;ready&nbsp;to&nbsp;step&nbsp;into&nbsp;one&nbsp;of&nbsp;the&nbsp;<strong>fastest-growing&nbsp;retirement&nbsp;markets</strong>&nbsp;in&nbsp;the&nbsp;country?&nbsp;A&nbsp;<strong>top&nbsp;national&nbsp;financial&nbsp;institution</strong>&nbsp;is&nbsp;expanding&nbsp;in&nbsp;<strong>The&nbsp;Villages&nbsp;and&nbsp;Ocala</strong>,&nbsp;and&nbsp;we&rsquo;re&nbsp;looking&nbsp;for&nbsp;an&nbsp;experienced&nbsp;<strong>Financial&nbsp;Advisor</strong>&nbsp;to&nbsp;help&nbsp;lead&nbsp;the&nbsp;charge.&nbsp;This&nbsp;is&nbsp;a&nbsp;<strong>ground-floor&nbsp;opportunity</strong>&nbsp;to&nbsp;build&nbsp;your&nbsp;book&nbsp;and&nbsp;be&nbsp;the&nbsp;<strong>go-to&nbsp;advisor</strong>&nbsp;in&nbsp;a&nbsp;region&nbsp;seeing&nbsp;significant&nbsp;client&nbsp;migration&nbsp;and&nbsp;growth.</p> <p><strong>Why&nbsp;You&rsquo;ll&nbsp;Love&nbsp;This&nbsp;Opportunity</strong>:</p> <ul> <li><strong>Take&nbsp;ownership</strong>:&nbsp;Be&nbsp;the&nbsp;first&nbsp;advisor&nbsp;in&nbsp;a&nbsp;newly&nbsp;developed,&nbsp;rapidly&nbsp;expanding&nbsp;territory</li> <li><strong>Multiple&nbsp;branches</strong>:&nbsp;Access&nbsp;a&nbsp;built-in&nbsp;network&nbsp;of&nbsp;referrals&nbsp;from&nbsp;licensed&nbsp;bankers&nbsp;across&nbsp;branches</li> <li><strong>Tremendous&nbsp;growth</strong>:&nbsp;Major&nbsp;asset&nbsp;inflows&nbsp;from&nbsp;<strong>Midwest&nbsp;clients&nbsp;relocating</strong>&nbsp;to&nbsp;the&nbsp;area</li> <li><strong>Build&nbsp;your&nbsp;business</strong>:&nbsp;Full&nbsp;open&nbsp;architecture&nbsp;with&nbsp;<strong>unlimited&nbsp;potential</strong>&nbsp;to&nbsp;customize&nbsp;your&nbsp;approach</li> <li><strong>Career&nbsp;support</strong>:&nbsp;Enjoy&nbsp;strong&nbsp;institutional&nbsp;backing&nbsp;and&nbsp;resources</li> </ul> <p><strong>What&nbsp;You&rsquo;ll&nbsp;Do</strong>:</p> <ul> <li>Become&nbsp;the&nbsp;face&nbsp;of&nbsp;investment&nbsp;services&nbsp;in&nbsp;<strong>The&nbsp;Villages&nbsp;and&nbsp;Ocala</strong></li> <li>Partner&nbsp;with&nbsp;internal&nbsp;partners&nbsp;to&nbsp;provide&nbsp;tailored&nbsp;solutions&nbsp;to&nbsp;new&nbsp;and&nbsp;existing&nbsp;clients</li> <li>Mentor&nbsp;and&nbsp;coach&nbsp;a&nbsp;team&nbsp;of&nbsp;bankers&nbsp;to&nbsp;drive&nbsp;growth&nbsp;in&nbsp;the&nbsp;region</li> <li>Build&nbsp;a&nbsp;book&nbsp;of&nbsp;business&nbsp;with&nbsp;referrals&nbsp;and&nbsp;an&nbsp;expanding&nbsp;network&nbsp;of&nbsp;local&nbsp;clients</li> </ul>
Responsibilities: <ul> <li>Lead&nbsp;and&nbsp;mentor&nbsp;a&nbsp;team&nbsp;of&nbsp;licensed&nbsp;bankers&nbsp;to&nbsp;increase&nbsp;client&nbsp;engagement&nbsp;and&nbsp;production</li> <li>Customize&nbsp;investment&nbsp;strategies&nbsp;to&nbsp;meet&nbsp;clients&rsquo;&nbsp;goals&nbsp;and&nbsp;objectives</li> <li>Connect&nbsp;clients&nbsp;to&nbsp;a&nbsp;full&nbsp;range&nbsp;of&nbsp;banking&nbsp;services,&nbsp;from&nbsp;loans&nbsp;to&nbsp;estate&nbsp;planning</li> <li>Drive&nbsp;business&nbsp;development&nbsp;through&nbsp;educational&nbsp;seminars&nbsp;and&nbsp;client&nbsp;meetings</li> <li>Build&nbsp;lasting&nbsp;relationships&nbsp;by&nbsp;prioritizing&nbsp;the&nbsp;client&nbsp;experience&nbsp;and&nbsp;providing&nbsp;ongoing&nbsp;support</li> <li>Achieve&nbsp;and&nbsp;exceed&nbsp;personal&nbsp;and&nbsp;team&nbsp;production&nbsp;goals</li> </ul>
Requirements: <ul> <li>Prior&nbsp;experience&nbsp;as&nbsp;a&nbsp;<strong>Financial&nbsp;Advisor</strong>,&nbsp;Wealth&nbsp;Advisor,&nbsp;or&nbsp;Investment&nbsp;Consultant</li> <li><strong>Series&nbsp;7,&nbsp;66&nbsp;(or&nbsp;63&nbsp;&amp;&nbsp;65)</strong>&nbsp;and&nbsp;applicable&nbsp;state&nbsp;insurance&nbsp;licenses</li> <li>Strong&nbsp;leadership&nbsp;skills&nbsp;and&nbsp;the&nbsp;ability&nbsp;to&nbsp;coach&nbsp;and&nbsp;inspire&nbsp;a&nbsp;team</li> <li>Proven&nbsp;success&nbsp;in&nbsp;building&nbsp;relationships&nbsp;and&nbsp;delivering&nbsp;client-focused&nbsp;solutions</li> <li>Strong&nbsp;sales&nbsp;acumen&nbsp;and&nbsp;the&nbsp;ability&nbsp;to&nbsp;simplify&nbsp;complex&nbsp;financial&nbsp;concepts</li> </ul> <p>&nbsp;</p>