Investment Executive (financial Advisor) Indian Shores/largo, Fl

563

Largo, Florida, US
Base: base salary or draw; incentive: combined wit...
Series 7 and 66 license required
Variable annuity license required
Prior brokerage industry experience
The role is accountable for overall production, coaching, and developing a team of licensed retail bankers while handling large books of clients with complex financial profiles

Job Summary

  • The role is accountable for overall production, coaching, and developing a team of licensed retail bankers while handling large books of clients with complex financial profiles.
  • Employees are expected to conduct solo and joint appointments to identify potential clients and provide solutions that align with client needs and financial goals.
  • Compensation is largely incentive-based, combining base salary or draw with performance-driven incentives, alongside comprehensive benefits supporting physical, financial, emotional, and social well-being.

Matching Summary

The role is accountable for overall production, coaching, and developing a team of licensed retail bankers while handling large books of clients with complex financial profiles.

Salary

Base: Base salary or draw; Incentive: Combined with company, line of business, and individual performance; Benefits: Comprehensive benefits programs included

Skills & Requirements

Must-have

  • Series 7 and 66 license required
  • Variable Annuity license required
  • Prior brokerage industry experience
  • Team coaching and training skills
  • Complex financial profile management

Nice-to-have

  • Strong internal relationship building
  • Ability to simplify complex concepts
  • Motivated by commission sales
  • Experience with estate planning services

Key Requirements

  • Series 7 license
  • Series 66 license (or 63 and 65)
  • Variable Annuity license
  • State required insurance licenses
  • Prior Brokerage Industry Experience

Work Rights

Not specified

Tailored Resume

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