Job Description
Join a Premier Wealth Management Firm in St. Petersburg, FL
Lighthouse Financial Group is a thriving institution dedicated to empowering families to achieve their financial dreams. We are currently seeking a highly motivated and results-driven Financial Advisor to join our dynamic team. If you possess a passion for helping clients navigate their financial journey and thrive in a commission-based environment, we want to hear from you.
As a Financial Advisor, you will play a pivotal role in our growth strategy, providing expert guidance on investment strategies, retirement planning, and risk management. We offer a competitive compensation package, continuous training, and a supportive culture that values professional development.
Responsibilities
- Client Acquisition & Retention: Develop and maintain a robust client base through networking, cold-calling, and referrals.
- Financial Planning: Conduct comprehensive financial needs analyses and create personalized financial plans tailored to individual client goals.
- Investment Management: Manage investment portfolios, select appropriate financial products, and monitor market performance to ensure optimal returns.
- Compliance & Reporting: Ensure all activities comply with SEC regulations and internal policies; maintain accurate client records and documentation.
- Education: Educate clients on market trends, economic shifts, and the importance of long-term financial strategy.
- Team Collaboration: Partner with the wealth management team to drive business development initiatives and cross-sell products.
Qualifications
- Licensing: Series 6, 7, and 63 licenses (or the willingness to obtain them within a specified timeframe).
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field preferred.
- Experience: Minimum of 2-3 years of experience in financial sales, brokerage, or wealth management.
- Skills: Strong analytical skills with the ability to interpret complex financial data.
- Communication: Excellent verbal and written communication skills with a client-first approach.
- Technology: Proficiency in CRM software (e.g., Salesforce, Redtail) and financial planning tools.
- Drive: Self-motivated with a proven track record of meeting sales targets and goals.