Service Financial Advisor Financial Firm - Jacksonville, FL
Job Posting for Service Financial Advisor Financial Firm - Jacksonville, FL at Advisor Employee Services
Service Financial Advisor
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced Financial Firm in Jacksonville, FL is looking for a strong, detail-oriented Service Financial Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Rooted in history and faith, we have put the needs of our clients and staff first. If you’re looking for the tools, resources, and freedom to build a great future, please contact us today!
Minimum Requirements:
- College degree preferred
- 2 years of financial service experience required
- Series 65 and Life and Health required
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to demonstrate persistence to achieve quality
- Excellent communication; both verbal and written
- Self-directed initiative
- Process driven
- Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- Prioritize day-to-day tasks and issues
- Operate with a proactive approach to advisors and clients
- Complete and process servicing requests as needed
- Maintain database programs - CRM
- Respond to client inquiries as needed
- Opening, as needed, closing, and transferring of accounts as needed
- Generate and provide various reports to Advisor
- Meet with clients for reviews
- Assist clients with annuities, life, long-term care, and managed money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop, manage, and retain strong client relationships
- Assist main Advisor with meeting individual and team goals
- Attend seminars for the firm to support Lead Advisor
Salary
$50,000 - $60,000 Base
Bonuses and additional compensation will be discussed during interview process
Need Time? – Absolutely!
10 days of PTO – Year One
15 days of PTO – Year Two
Need a Friday?
We offer one Friday a month off to our staff that doesn’t count toward PTO
Health Insurance – You Bet!
Saving for Retirement – We have that for you as well!
Let’s give back!
We offer time to volunteer for your favorite charity
Hungry?
Team lunches every Friday
Hours
Monday – Thursday
9:00 AM – 6:00 PM
Friday
9:00 AM – 3:00 PM
Presented by Advisor Employee Services Thank you for your interest in the Service Financial Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, 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!
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Salary.com Estimation for Service Financial Advisor Financial Firm - Jacksonville, FL in Jacksonville, FL
$54,017 to $75,192
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