Big Financial Services - https://bigfinancialsvc.com/
Who We Are:
Big Financial Services, located in sunny Tampa, FL, is an independent retirement planning, wealth management, and Registered Investment Advisory firm. Our company is expanding rapidly due to our massive marketing operation, which includes an extensive presence on local and national TV, radio, digital marketing, and live events. Our firm primarily serves clients aged 50-75, with investable assets ranging from $500,000 to $5,000,000. We pride ourselves on offering comprehensive financial planning and money management services tailored to our clients' unique needs.
Compensation: 70,000 - 120,000 Base + Commissions, Bonuses, etc!
Your Role:
As a Financial Advisor at Big Financial Services, you'll be the trusted guide for our clients, leading them through our comprehensive financial planning process. Your day-to-day responsibilities will include:
- Meeting with prospective clients, understanding their financial goals, and building tailored financial plans.
- Managing and growing client portfolios using fee-based investments, fixed-indexed annuities, and life insurance.
- Communicating complex financial concepts in a clear, easy-to-understand manner.
- Following up with clients regularly to review and adjust their financial plans as needed.
- Continuously learning and improving your financial planning and sales skills through ongoing training and development.
What We’re Looking For:
We're seeking someone who is not just good but GREAT with people, reliable, and coachable. The perfect candidate for this role is:
- An active holder of Life and Health Insurance Licenses and a Series 65 or 66 License.
- Experienced in sales and financial planning, with strong closing skills.
- Motivated by helping others and achieving personal and professional growth.
- A great communicator who can build trust and rapport with clients.
- Hardworking, dependable, and eager to learn and follow our proven processes.
Please note that this position is not accepting remote applicants. Big Financial Services is an equal opportunity employer.
Ready to take the next step in your career? Apply today and discover why Big Financial Services is the right place for you!
