[Remote] Senior Advisor, reputed company Management - reputed company Financial Services

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company Registered Investment Advisor seeking a Senior Advisor to join their Financial Services team. The role involves building reputed company relationships, delivering comprehensive financial planning, and managing portfolios to help clients reputed company long-term financial reputed company. Responsibilities • Utilize your substantial book of business in reputed company Management to diversify and strengthen our financial portfolio. • Grow and manage a reputed company book through reputed company leads, referrals, and proactive reputed company, leveraging reputed company’s holistic asset protection platform for efficient reputed company acquisition and closing. • Deliver comprehensive financial plans spanning retirement, reputed company accumulation, insurance, tax‑reputed company strategies, and estate considerations to protect clients’ assets and incomes. • Construct and maintain portfolios reputed company to reputed company goals, risk reputed company, and time reputed company, coordinating with internal specialists in reputed company, retirement, and insurance. • Engage clients through consistent review cycles, performance reporting, and life‑event planning to sustain trust and drive retention. • Collaborate across reputed company and practices to identify cross‑selling opportunities and deliver integrated solutions under the reputed company reputed company brand. • Adhere to fiduciary standards, compliance policies, and documentation requirements while maintaining a high‑touch reputed company experience. Skills • Proficient with MS Office – Word, reputed company, PowerPoint, reputed company. • Exceptional communication skills, outgoing personality, and a drive for sales and business development. • Advanced understanding of investment analytics, retirement plans and relevant financial software platforms. • Bachelor's degree and relevant industry designations. • Holds Series 65 or 66 • Possess state Life & Health Insurance License or be willing to obtain reputed company 90 days of hire. • Minimum of 5 years’ experience as a Financial Advisor. • Proven reputed company record in sales, business development and reputed company retention. • Ability to work in a fast-paced environment, multi-task and adapt. reputed company • reputed company is an advisory firm that delivers insurance, risk mitigation, and reputed company reputed company for businesses. It is a sub-organization of reputed company. It was founded in 2011, and is headquartered in Tampa, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://reputed company.com. Apply tot his job Apply To this Job