Radium Search · 4 hours ago
Financial Advisor
Jupiter, FL
Full-time
Onsite
Mid Level
$100K/yr - $120K/yrRadium Search is an innovative and rapidly growing wealth management firm seeking a Service Advisor to join their team. The role involves managing and growing assigned client relationships while providing strategic financial advice and holistic planning services.
Staffing & Recruiting
Hiring Manager
Tony Bates DipRP
Responsibilities
Build lasting relationships with clients and their families
Provide advice on investment strategies, estate and legacy planning, insurance, tax, and cash flow
Conduct regular reviews of client accounts and financial plans
Analyze client data to craft personalized strategies
Create financial summaries, income projections, and performance reports
Adjust portfolio strategies as clients’ needs evolve
Proactively engage with clients and generate referrals
Qualification
Required
Bachelor's Degree in Finance, Financial Planning, or a related field
Active Series 65 or 66, and one of the following: CFP®, CFA®, ChFC®, CIC
Life and Health Insurance License (or willingness to obtain within 90 days)
Proficiency in Microsoft Office and CRM tools
Strong working knowledge of financial products and planning
Excellent communication and relationship-building skills
Growth mindset and a desire to help expand the client base
Preferred
Salesforce preferred
Benefits
Comprehensive Health, Dental & Vision Insurance
Life, Personal Accident, and Disability Insurance
Flexible Spending & Health Savings Accounts
401(k) Plan with Company Match
Generous PTO and Paid Holidays
Opportunities for career development and long-term growth
Company
Radium Search
Radium Search is a dynamic firm of headhunters specializing in the financial services industry.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase