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RogueSearch · 1 day ago

Senior Financial Advisor

Huntsville, AL

Full-time

Onsite

Senior Level

RogueSearch is a well-established bank experiencing significant growth, seeking a confident Financial Advisor to lead its expansion into the Huntsville market. The role involves building relationships with clients and internal teams, managing accounts, and supporting licensed bank employees.

Human ResourcesRecruitingStaffing Agency

Hiring Manager

Katie O'Neill

Responsibilities

Meet and exceed sales goals while prioritizing the client’s best interests

Conduct group and one-on-one coaching sessions for bank partners

Host educational seminars to support business development

Cross-offer services like loans, estate planning, and deposit products

Maintain and deepen relationships through consistent follow-up

Act as a role model for doing what’s right for both clients and colleagues

Qualification

Series 7 licenseSeries 66 licenseLife insurance licenseFinancial advisory experienceWealth management experienceInvestment knowledgeCoaching skillsCommunication skillsRelationship-building skills

Required

Series 7, 66 (or 63 and 65), and life insurance license

Background in financial advisory or wealth management

Active Series 7, 66 (or 63 and 65), and life insurance license

Ability to explain complex financial strategies in simple terms

Strong relationship-building and communication skills

In-depth knowledge of investments, annuities, and holistic financial planning

Company

RogueSearch

RogueSearch provides consulting, training, and recruitment services to organizations.

Founded in 1997

Detroit, Michigan, USA

11-50 employees

https://roguesearch.com/

Funding

Current Stage

Early Stage

Leadership Team

Dave Sachs

Partner & CFO

Bailee Brooks

Talent Partner

Company data provided by crunchbase