Oxford Advisory Group · 1 week ago
Lead Financial Advisor
Tampa, FL
Full-time
Onsite
Mid, Senior Level
$100K/yr - $500K/yr
2+ years expOxford Advisory Group is a full-service financial firm specializing in assisting clients in or near retirement. The Lead Financial Advisor will interact with new and prospective clients to assess their financial situations and develop strategies for retirement planning, with all leads provided by the company.
FinanceFinancial ServicesWealth Management
Responsibilities
Assess client assets, goals, risk tolerance and general retirement plan to determine if improvements are needed
Review existing Annuity, Life, Long Term Care and/or Disability insurance policies to determine if they still meet client needs
Build strategies and offer strategic advice on products and services such as investments and insurance according to fiduciary standards
Interact professionally with clients by phone and/or in person to update the client’s profile and financial situation/needs
Complete appointment dictations and keep CRM updated by entering detailed notes
Meet production targets that impact overall company revenue goals
Prepare client reports and review summary for strategy implementation
Speak to groups of prospective clients at dinner events or other public events
Assist with client onboarding process
Additional tasks as assigned by management
Qualification
Required
4-year degree in Accounting, Finance, or related field
Series 65 or 7/66 with Life & Health Licenses
2-7 years in financial services offering investment management and insurance services
Experienced public speaker
Strong experience with MS Office and the ability to learn new software quickly
Excellent written and verbal communications skills both in person and via phone
Proactive mentality, positive attitude, and consistent follow through
Highly intelligent, strong organizational skills and attention to detail
Ability to work independently with good time management and critical thinking skills
Preferred
Experience with Salesforce CRM software
2+ years working in a fast-paced office environment
Benefits
Full medical/dental/vision benefits
401k plan with 4% company match
Unlimited PTO opportunity
All paid holidays including your birthday
Company
Oxford Advisory Group
Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christopher J Dixon, RFC
Co-Founder
Brad Swineheart
Chief Marketing Officer
Recent News
Company data provided by crunchbase