UpTick Financial- Advisor Recruiters and Consultants ยท 3 days ago
Financial Advisor
Tampa, FL
Full-time
Remote
Mid Level
$350K/yr - $500K/yr
3+ years exp
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Responsibilities
Provide comprehensive financial planning services to clients, utilizing industry-standard technology applications such as eMoney, order management systems, CRM, and MS Office.
Develop and implement tailored financial plans to meet clients' unique needs and goals.
Build and maintain strong client relationships through regular communication and exceptional service.
Actively seek new business opportunities and cultivate relationships with potential clients.
Collaborate with other team members to achieve office-wide revenue goals and contribute to the firm's overall success.
Qualification
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Required
College degree required
3 + years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65 or Series 7 & 66 - REQUIRED
Strong organizational, prioritization, interpersonal & management skills
Excellent communication skills; both verbal and written
Clean U4
Multi-year track record of success in driving results
Success in persuading and educating prospects
Ability to work independently and as part of a team
Preferred
CFP designation a plus
Benefits
Transitional Bonus Based on Production
Payout (up to 90%)
Sign on Bonus and Payout (up to 90%) based on Production
Support and Marketing Team ready to assist Advisors in transitioning their existing client base
Company
UpTick Financial- Advisor Recruiters and Consultants
Employers strive to attain the best candidates to expand their organization throughout the Financial Services Industry.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Marc Elia
Founder
Company data provided by crunchbase
