Financial Advisor
Job
Retirement Consultant Services
Fort Lauderdale, FL (In Person)
$105,000 Salary, Full-Time
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Job Description
Retirement Consultant Services is a Financial Planning firm in Fort Lauderdale, FL looking for a Full-Time Financial Advisor to add to their team. Full Job Description Essential Duties & Responsibilities of the Financial Advisor may include but are not limited to: Provide service to new and existing client relationships while assisting in the growth of firm. Strong Entrepreneurial mindset. Conduct client investment reviews. Working with the Managing Partner, by applying due diligence in preparing for client meetings, thorough investment and manager research, problem solving, issue resolution, financial planning recommendations, and other needs. Document communication with clients and prospects. This Financial Advisor position may be for you if you display: Strong interpersonal and communication skills to deal with financial advisors, support staff, and vendor companies in all types of matters including those that may be sensitive while projecting a professional and pleasant demeanor. A comprehensive understanding of company policies and procedures and industry rules and regulations. A commitment to providing a premier level of customer care in a calm and professional manner with the ability to effectively organize, manage, track and complete detailed assignments. Solid analytical skills in researching and resolving problems. The ability to work independently under minimal supervision. Education/Previous Experience Requirements of the
Financial Advisor:
Bachelor's degree and four to ten years of experience in the financial services industry -or- an equivalent combination of experience, education, and/or training as approved by the firm. FINRA Series 7 and Series 66 required with a commitment to obtaining further continuing education requirements to maintain licensing CFP® designation required with a commitment to obtaining further continuing education requirements to maintain designation Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, memberFINRA/SIPC.
Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Retirement Consultant Services are not affiliated.Job Type:
Full-time Pay:
$90,000.00 - $120,000.00 per yearBenefits:
401(k) Paid time offWork Location:
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