Please ensure Javascript is enabled for purposes of website accessibility

It s time to take a PROACTIVE APPROACH to your CAREER.

Make your next career move now.

It s the truth, many jobs are filled before they are even posted. This is the case of who you know, not what you know. If you choose to partner with us, you re in luck because we know many hiring managers and have inside tracks with potential employers due to our many years of recruiting experience.

Let s get to know each other. Whether you reach out to us directly or you ve been referred to us by one of our satisfied candidates or employer-clients, we take the time to get to know you.

After you send us your resume, we ll ask you to come to our office for a proper meeting. We want to get to know you and understand your personality as well as get an idea of your work habits and preferences. This is a vital part of our interviewing process that helps us connect you with companies that are a good fit and vice versa.

We fill full-time and part-time positions and everything in between.

If working full-time doesn t fit with your schedule, you might be right for a variety of other positions that we help fill.

  • Part-time
  • Full-time
  • Contract
  • Permanent
  • Contract-to-Permanent
  • Consulting

We offer amazing benefits for our contract & temp-to-hire employees.

We recognize the hard work and dedication of temporary employees who are on assignment through Boutique Recruiting. Click here to see what type of benefits you may be eligible for.

  • Part-time
  • Full-time
  • Contract
  • Permanent
  • Contract-to-Permanent
  • Consulting

Finance

Ready to take your career in finance to new heights? Explore our current job opportunities in the dynamic world of Finance! Finance is a diverse and rewarding industry where professionals can make a real impact on society while enjoying continuous innovation and job satisfaction. Whether you're passionate about numbers, interested in shaping financial strategies, or thrive in analyzing market trends, a career in finance offers endless growth opportunities and the chance to be at the forefront of economic developments. Join us today and embark on a fulfilling career that combines your skills with a meaningful purpose!

Financial Advisor

Ormond Beach, FL

Posted: 02/29/2024 Employment Type: Direct Hire Category: Finance Job Number: a0CUm00000Z2mNwMAJ Pay Range: $70000 - $90000 Location Requirements: null

Job Description


A reputable financial services firm in Ormond Beach, FL is seeking a Financial Advisor to join their team! This is a great opportunity where there is no cold-calling or business development involved. All leads are brought to you through the firm's marketing efforts making this an ideal position for those who excel in financial planning and client service without the pressure of sales targets. They are looking for candidates with a current FL life, health, and annuity license (2-15) and a Series 65 license or equivalent. You can look forward to 100% medical and dental premium coverage, a retirement plan, PTO accrual that increases with tenure each year and so much more!

Pay Range: $70, 000 - $90, 000 DOE

Responsibilities:
  • Deliver expert financial advice to new and existing clients leveraging the firm's marketing efforts, focusing on financial planning, retirement planning, and wealth management without the need for self-marketing or business development
  • Conduct comprehensive reviews and meetings with clients, including annual reviews and periodic check-ins, to assess and adjust their financial plans in alignment with their goals
  • Specialize in 401k advisement for a key client, with an aim to grow this segment by providing strategic retirement planning services
  • Collaborate with the compliance department and in-house investment team for alignment on client strategies, benefiting from a support team handling administrative tasks
  • Engage in continuous learning and application of financial planning standards and investment strategies to ensure the highest level of client service and advisory proficiency

Requirements:
  • Current FL life, health, and annuity license (2-15) and Series 65 or equivalent securities licensing are mandatory
  • Must possess at least one of the following: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), or Personal Financial Specialist (PFS)
  • A minimum of 3 years in a client-facing financial advisor role, with a proven track record of effective financial planning and advisory services
  • Strong interpersonal skills with the ability to build and maintain client relationships without the necessity for personal business development efforts
  • Ability to work seamlessly within a team, contributing to a supportive and effective client service environment
  • Understanding of and adherence to all regulatory compliance requirements related to financial advising

Benefits:
  • 100% Medical and Dental coverage for employees
  • 401K plan with match
  • Major holidays off
  • Accruable PTO
  • Great longevity
  • Non cold calling or business development
  • Team-oriented environment
  • Relocation assistance

Apply now!

#INDOPS #LI-POST #LI-ONSITE #LI-AM1
Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.
Boutique Recruiting

5-Star Reviews from Our Candidates