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Investment Advisor Representative - Leesburg

Investment Advisor Representative - Leesburg

Zenith Advisory GroupThe Villages, FL, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Salary :

An Investment Advisor Representative provides financial advice, investment strategies, and portfolio management services to clients. They act as a fiduciary to help clients achieve their financial goals by offering personalized investment solutions while ensuring compliance with regulatory and ethical standards.

Key Responsibilities

  • Client Relationship Management :

Build, develop, and maintain strong relationships with clients.

  • Conduct in-depth consultations to understand clients' financial needs, goals, and risk tolerance.
  • Provide ongoing communication and follow-ups to ensure client satisfaction and retention.
  • Financial Planning and Advisory :

    • Develop customized investment strategies and financial plans tailored to meet client-specific goals.

  • Recommend suitable investment products (e.g., stocks, bonds, mutual funds, ETFs, annuities, retirement accounts).
  • Provide advice on retirement planning, estate planning, tax-efficient strategies, and risk management.
  • Portfolio Management :

    • Monitor client portfolios to ensure alignment with financial objectives and market conditions.

  • Rebalance portfolios and make adjustments based on changing client needs or economic factors.
  • Business Development :

    • Identify and acquire new clients through networking, referrals, and prospecting.

  • Attend community events, seminars, and workshops to promote financial advisory services.
  • Continuous Learning :

    • Stay updated on market trends, financial products, and regulatory changes.

  • Complete ongoing education and certification requirements.

    • Qualifications

  • Education :

    • Bachelors degree in Finance, Economics, Business Administration, or a related field (preferred).

  • Certifications and Licensing :

    • Series 65 or Series 66 certification (must be obtained within 6 months of hire).

  • Experience :

    • 25 years of experience as a financial advisor, financial planner, insurance agent or investment advisor (preferred).

  • Proven experience in building and managing client relationships.
  • Skills :

    • Strong ability to learn and understand investment strategies, financial planning, and market analysis.

  • Exceptional interpersonal and communication skills.
  • Ability to learn financial software and tools (e.g., CRM platforms, financial calculators).
  • Ability to work independently and as part of a team.

    • Key Competencies

  • Customer Focus : Dedicated to meeting the needs of clients and exceeding expectations.
  • Analytical Thinking : Ability to analyze complex financial data and present actionable recommendations.
  • Ethical Judgment : Operates with integrity and places client interests above all else.
  • Time Management : Effectively prioritize tasks to meet deadlines and client demands.
  • Adaptability : Responsive to changing economic conditions and client needs.

    • Work Environment

  • Office-based - Lake Sumter Landing Office
  • Will require travel for client meetings, networking events, or seminars in The Villages area.

    • Why Join Us?

    We take pride in fostering anexceptional company culturewhere employees feel valued, supported, and inspired to do their best work. Heres what makes us stand out :

  • Supportive Team Environment : Collaborate with a group of passionate, experienced, and approachable professionals who are always eager to share ideas and help each other succeed.
  • Work-Life Balance : We believe in flexibility and ensuring our employees have time to focus on their personal lives while excelling at work.
  • Professional Growth : We are dedicated to your success and provide opportunities for career advancement.
  • Positive Work Atmosphere : Our culture is built on mutual respect, integrity, and teamwork, ensuring our workplace is welcoming and inclusive for everyone.
  • Employee Recognition : Celebrate individual and team achievements through regular recognition and rewards.

    • Join aninnovative firmthat values not just what you bring to clients, but also what you bring to our team!

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    Investment Advisor • The Villages, FL, US

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