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Posted: Wednesday, December 7, 2016 12:30 AM

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Company Name: Fa Financial Group

Compensation $50,000 to $65,000 Annually (plus commission)

Employment Type Full-Time

Fa Financial Group is looking for a financial adviser to act as an intermediary between our company and customers. You will provide to our clients financial guidance and make recommendations on how to best utilize their money.

The ideal candidate will be able to research marketplace on available products and services, identify customers’ needs, design financial strategies and close a sale. Candidates must always remember that the clients needs is first not the money.

Responsibilities

Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Assess client’s overall financial picture, understand their needs and develop a solid financial plan

Guide clients towards a profitable and secure financial decision
Cultivate client base and build win-win relationships
Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas

Keep abreast of new industry’s trends and research market to back up financial consulting
Oversee the course of the financial plan and update it, if necessary, to ensure profits
Comply with all industry rules and regulations
Liaise with providers, solicitors, valuers and other professionals
Requirements

Proven book of business is not required but highly recommended
Ability to analyse market’s financial data and to provide appropriate data-based advice
Strong communication, negotiation and presentation skills

Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
Current certificate of qualifications (FCA, CII, DipFA, CISI or other)

BS degree in Finance or related field (not required but recommended)
Financial Advisors with less than 1 year experience are welcome to apply

Please email us resume along with availability times for a call to fafinancialgroup@gmail.com

About Fa Financial Group:
Taking pride in advisors all over the country Fa Financial Group was established in 2008 in the city of tampa florida and has expanded to more than 13 offices in the United States. Attention to detail, research and customer needs is always number 1. The motto is the clients needs come first not the money.

• Location: Tampa, Tampa, FL

• Post ID: 23883952 southwestflorida
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