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SENIOR FINANCIAL ADVISOR

Employer
PROVISE MANAGEMENT GROUP LLC
Location
Tampa, Florida
Salary
Salary commensurate with experience
Closing date
Nov 7, 2021

View more

Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Required
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Job Details

ABOUT OUR TEAM:

We are a RIA in Tampa Bay managing over $1.5 billion for our clients. We are looking for someone who is passionate about making a difference in clients’ lives. As fiduciaries, we focus on delivering sound advice, not sales, and happily put our clients at the center of every interaction, decision and recommendation. We strive to create a culture of excellence; one that is people-centric and always focused on what is best for our clients. We offer a supportive and collaborative work environment, an involved leadership team who will happily work to mentor you, and a well-defined career path. We believe strongly in working hard for our clients but enjoy having fun. We are growing the business and want to build a team who is vested and excited to be a part of something special. This salary plus yearly bonus role is critical to our long-term success, and you will be well-compensated for your excellence.

ABOUT THE OPPORTUNITY:

Our senior financial advisors are passionate about servicing, retaining and growing our client relationships. This position will assume a lead role with our client interactions as you guide them towards their financial objectives. Are you looking to take your career to the next level with a nationally recognized firm? We are committed to helping our employees successfully progress along their career path and are looking to add more advisors to our team!   

RESPONSIBILITIES:

  • Responsible for all planning, analysis, risk tolerance discussions for investment and other decisions that affect the client relationship
  • Meet with clients on a regular/as needed basis to update the progress of their financial goals/objectives
  • Specific advisory work may include, but is not limited to:

 

▫ Preparing and updating financial plans

▫ Preparing and presenting insurance cases

Analyzing and presenting estate and tax planning strategies

Analyzing and presenting retirement plan strategies for business owners

Making recommendations on equity compensation

▫ Developing asset allocation strategies and working with the portfolio managers to execute

 

  • Grow client relationships by:
    •  consolidating accounts to simplify clients’ lives and  identifying opportunities for additional financial needs
    • Providing excellent client service and, as a result, becoming highly referrable to clients’ networks
    • Becoming involved in the community and adding to ProVise brand awareness

EXPERIENCE REQUIRED:

  • Must be able to demonstrate an ability to work in a fiduciary capacity
  • Must have the ability to utilize critical thinking skills, solve problems, work within a team and anticipate firm needs and client questions
  • Must be detail oriented, structured and have a high degree of consistency
  • Creative, with a breadth of interests, and an intrinsic initiative to learn
  • Must be able to keep up and learn things quickly in a fast-paced environment and effectively manage regular changing of priorities
  • Must be willing to always be learning and keeping up with current events that impact our clients’ financial circumstances and goals
  • Strong communication, organizational and customer service skills are essential
  • A minimum of seven years of experience in the financial planning industry is desired
  • Strong financial and analytical skills
  • Thorough understanding of investment and financial planning strategies for high net-worth clients
  • Able to perform multiple tasks efficiently

EDUCATION REQUIRED:

 

  • Bachelor’s degree from accredited four-year university, preferably in financial planning, business, finance, economics, etc.
  • CFP® certification
  • Superior knowledge of Microsoft Excel, Word and Outlook
  • Proficient in Junxure Cloud, Black Diamond, Morningstar, eMoney Advisor and additional financial planning software – a plus

BENEFITS/COMPENSATION

  • Salary commensurate with experience
  • Bonus based on both team and individual goals
  • Health insurance, Dental Insurance, Vision Insurance, Life Insurance and Short- and Long-Term disability insurance
  • 401(k) Plan with matching
  • Career advancement

Company

COO - ProVise Management Group

Find Us
Telephone
7274630610
Location
673 Severs Landing
-
Palm Harbor
FL
34683
United States
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