Financial Advisor

The Financial Advisor partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions, inheriting and growing an established book of business as part of a planned advisor transition.

Requirements

• Assist members and prospects with information, products offered and procedures to implement an investment program
• Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
• Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services
• Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique or unusual needs of the Experience Centre
• Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.
• Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures

Benefits

• Traditional medical, dental, and vision coverage
• 401K matching up to 5% per pay period
• Paid Time Off
• 11 paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans