Private Advisor II

JOB SUMMARY

Work closely with Bank partners to provide investment solutions to clients who qualify for the Private Advisor segment, defined as clients with total investable assets of less than $1,000,000. Proactively provide investment advice including the selection of investment products and comprehensive financial planning.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assertive in asking for business, developing leads, and developing referral sources both internally and externally.
• Strong communicator with the ability to take abstract concepts and communicate to a client in a way they can relate to and understand.
• Able to clearly articulate tactical adjustments for client investment portfolios and demonstrate technical expertise to consistently explain rationale behind the recommendations.
• Understands the importance of comprehensive financial planning in helping clients achieve their long-term financial goals.
• Highly self-motivated. Exceptional listener with the ability to tailor recommendation to address client’s needs.
• Driven to always learn and improve. Bring a true passion to the business of delivering financial advice to clients.

EDUCATION and/or EXPERIENCE

• Bachelor’s degree or relevant work experience required.
• FINRA Series 7, 66 and Florida Life, Health, and Annuity license required.
• Over 8 years of investment management experience with proven track record of success.
• Demonstrate strong communication (written and verbal) and interpersonal skills, must be a team player.
• Demonstrate strong problem-solving, analytical, and organizational skills.
• Experience with group facilitation, presentations, and public speaking.
• PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software and MGPro Financial Planning software.