Private Advisor I

Seacoast Bank • Fort Lauderdale, FL

9h

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.

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.
• Demonstrate strong communication (written and verbal) and interpersonal skills, must be a team player.
• Demonstrate strong problem-solving, analytical, and organizational skills.
• Experience with group facilitation, presentations, and public speaking.
• PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software and MGPro Financial Planning software.

Responsibilities

• 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.
• Assertive in asking for business, developing leads, and developing referral sources both internally and externally.
• Strong communicator with the ability to take abstract concepts and communicate to a client in a way they can relate to and understand.
• Able to clearly articulate tactical adjustments for client investment portfolios and demonstrate technical expertise to consistently explain rationale behind the recommendations.
• Understands the importance of comprehensive financial planning in helping clients achieve their long-term financial goals.
• Multi-year approach to building a business.
• Highly self-motivated. Exceptional listener with the ability to tailor recommendation to address client’s needs.
• High level of emotional intelligence. Driven to always learn and improve. Bring a true passion to the business of delivering financial advice to clients.
• Adhere to Seacoast Bank’s Code of Conduct.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level