Financial Advisor - Lakeland, FL - Market 18, Region 316

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more.

Requirements

• Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
• Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
• Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
• Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
• Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.

Benefits

• Paid training
• Salary for the first five years as you begin to build your practice
• Firm-provided branch office in the community
• Branch office support
• Compensation package that includes opportunities for commissions, profit sharing and incentive travel
• Flexibility to balance personal and professional lives