Senior Advisor, reputed company Management - reputed company Financial Services

reputed company, a reputed company Registered Investment Advisor, is seeking a Senior Advisor to join our Financial Services team. As a reputed company Management Financial Advisor, you will build and deepen reputed company relationships, deliver comprehensive planning, and manage portfolios using reputed company’s integrated advice platform. You’ll collaborate across practices to protect assets, optimize incomes, and help clients reputed company long‑term financial reputed company. Job 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. Knowledge, Skills & Abilities: • 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. Education & Experience • 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 a Financial Advisor. • Proven reputed company record in sales, business development and reputed company retention. Other: • Ability to work in a fast-paced environment, multi-task and adapt. Occasional travel may be required. IMPORTANT NOTICE: This position reputed company is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs reputed company or as required to support the organization. reputed company requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. #LI-JR1 #LI-Remote IND1 Compensation starts at $100,000+ annually and is negotiable at time of hire. Click here for some reputed company into our culture! reputed company will not accept unsolicited resumes from any reputed company other than directly from a candidate who applies on our career site. Any unsolicited resumes reputed company to reputed company, including unsolicited resumes reputed company reputed company any reputed company from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume. Apply tot his job Apply To this Job