Location: The Villages, FL
We are a leading retirement financial strategies firm, specializing in providing comprehensive retirement planning services, with a focus on investments and annuities. Our team is dedicated to delivering personalized and effective financial solutions to our clients.
We are looking for an Associate Investment and Annuities Advisor to join our dynamic team. This role involves assisting lead retirement planners with new and ongoing client relationships, focusing on investments and annuities. The ideal candidate will play a crucial role in client onboarding, education, and portfolio management, ensuring high levels of client satisfaction.
- Assist in the onboarding of new clients, including collecting information and conducting application signing meetings.
- Participate in client education meetings and communicate effectively about the progress of onboarding and applications.
- Conduct annual reviews with current clients to discuss and evaluate financial needs and portfolio performance.
- Discuss and evaluate investment allocation options and annuity plans with clients.
- Assist in rebalancing and reallocating investment portfolios as needed.
- Build and maintain strong relationships with clients, attend client events, and encourage client participation.
- Opportunity for advancement into a lead investment advisor role.
- Required: One or both - Series 65 or equivalent investment advisory license; Life & Annuity license
- Experience in wealth management offices.
- Strong knowledge of investment products and annuities.
- Excellent client relationship and communication skills.
- Analytical skills with a keen eye for detail.
- Team player with the ability to collaborate with senior advisors.
Why Join Us:
- Join a reputable firm with a strong client-centric approach.
- Work in a supportive environment that fosters professional growth and learning, including opportunities for career advancement into lead advisory roles.
- Competitive compensation package.
We are an Equal Opportunity Employer.