Private Advisor I

Seacoast Bank Careers•Fort Lauderdale, FL

About The Position

Work closely with Bank partners to provide investment solutions to clients who qualify for the Private Advisor segment, defined as clients with total investable assets of less than $1,000,000. Proactively provide investment advice including the selection of investment products and comprehensive financial planning. This role requires a sales professional with excellent client management skills, and the ability to consult on a wide range of products and services with a proven track record of success. The ideal candidate will be assertive in asking for business, developing leads, and developing referral sources both internally and externally. A strong communicator with the ability to take abstract concepts and communicate them to a client in a way they can relate to and understand. The ability to clearly articulate tactical adjustments for client investment portfolios and demonstrate technical expertise to consistently explain the rationale behind recommendations is essential. Understanding the importance of comprehensive financial planning in helping clients achieve their long-term financial goals is key. This is a multi-year approach to building a business and requires a highly self-motivated individual. An exceptional listener with the ability to tailor recommendations to address client’s needs, a high level of emotional intelligence, and a drive to always learn and improve are crucial. Bring a true passion to the business of delivering financial advice to clients. Adhere to Seacoast Bank’s Code of Conduct.

Requirements

Bachelor’s degree or relevant work experience required.
FINRA Series 7, 66 and Florida Life, Health, and Annuity license required.
At least 4 years of investment management experience with proven track record of success.
Strong communication (written and verbal) and interpersonal skills.
Must be a team player.
Strong problem-solving, analytical, and organizational skills.
Experience with group facilitation, presentations, and public speaking.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices.
Proficiency in Microsoft Office Suite software.
Proficiency in MGPro Financial Planning software.
Familiarity and compliance with all regulatory, legal, ethical, and Bank risk mitigation requirements.

Nice To Haves

Excellent client management skills.
Ability to take abstract concepts and communicate them to a client in a way they can relate to and understand.
High level of emotional intelligence.
Driven to always learn and improve.
True passion for delivering financial advice to clients.

Responsibilities

Provide investment solutions to clients with total investable assets of less than $1,000,000.
Proactively provide investment advice, including the selection of investment products.
Offer comprehensive financial planning.
Consult on a wide range of products and services.
Ask for business assertively.
Develop leads and referral sources internally and externally.
Articulate tactical adjustments for client investment portfolios.
Explain the rationale behind recommendations with technical expertise.
Tailor recommendations to address client needs.
Adhere to Seacoast Bank’s Code of Conduct.
Complete annual required training post-hire.
Effectively execute role responsibilities.