A successful and rapidly-growing financial services firm is seeking to add one advisor to their office in the The Villages, FL.

Position Overview:

This is a growth-oriented opportunity for an aspiring financial advisor with a baseline experience in financial planning. The successful candidate will work closely with senior advisors, gaining hands-on experience in retirement planning, client management, marketing, and practice leadership. Over time, you will take on increasing responsibilities, with the ultimate goal of becoming a senior advisor and potentially leading the firm’s advisory team.

Key Responsibilities:

Client Support and Relationship Management:

• Assist senior advisors with client consultations, preparing financial plans, and conducting reviews.
• Build and maintain strong client relationships through proactive communication and follow-up.

Retirement Planning:

• Gain expertise in retirement financial planning, including retirement income strategies, tax planning, and asset management.
• Support clients in understanding and achieving their retirement goals.

Public Speaking and Client Acquisition:

• Participate in financial seminars, webinars, and educational events led by senior advisors.
• Develop confidence and skills in presenting financial topics to potential clients.

Marketing and Business Development:

• Assist in implementing marketing strategies, including social media, client newsletters, and community events.
• Collaborate on campaigns to attract new clients and retain existing ones.

Professional Development:

• Pursue relevant certifications and licenses Series 65/66, CFP®, insurance and annuity agent with company support.
• Participate in ongoing training and mentorship to build your expertise in retirement planning and practice operation and leadership skills.

Practice Management:

• Develop skills in managing a client portfolio, maintaining compliance, and improving client service processes.

Qualifications:

• Education: Bachelor’s degree in Finance, Business, Economics, or a related field is preferred.  CFP designation or willingness to obtain within the first year.
• Licensing: Series 65/66 licenses and FL 2-14 or 2-15 insurance and annuity agent license, or willingness to obtain within the first year. 
• Experience: 1-3 years of experience in financial services, wealth management, or a related field.
• Public Speaking: Interest and enthusiasm for developing public speaking skills; previous experience is a plus, but not required.
• Marketing Skills: Basic understanding of marketing and client acquisition strategies; willingness to learn.
• Communication: Excellent verbal and written communication skills.
• Technology: Proficiency with Microsoft Office; experience with financial planning software, e.g., Redtail, Right Works, or others is a plus.