Orlando financial advisors retirement planning experts retirement services international retirement nashville retirement orlando
financial jobs
 

Job Title: Financial Advisor

Location: Tampa, Florida (FL)

Job Description
We are looking for passionate and established financial advisors to join our team. We understand the challenges advisors face. This is why Allgen is committed to helping its advisors be successful at doing one thing, serving clients who need help with their retirement related investments. Allgen Financial Services, Inc. is the perfect place to continue building your career in the financial services industry.

As an Allgen Investment Advisor Representative, you will receive the following benefits:

  • All necessary resources to cultivate, build, support, and retain clients
  • Continuous training and job shadowing opportunities
  • Ability to contribute thoughts and ideas on how to help you become more effective and efficient
  • A support team to ensure growth and access to necessary resources
  • Office space and compliance support
  • A vast array of investment options
  • Access to in-house portfolio managers

As an Allgen financial advisor, you're responsible for helping to ensure your clients' futures, and build lifetime relationships through face-to-face interaction. You will help individuals plan and manage their retirement assets. Or, work with organizations in establishing and manage their retirement benefits. As an advisor, you will spend most of your time meeting face-to-face with your potential and existing clients. Our entrepreneurial atmosphere allows you the room to grow with unlimited income potential. We help you reach your goals through our proven business model, In addition, we are well positioned to meet the needs of the 78 million in the baby boomer generation entering retirement in the next 15 years. Fast Company magazine named the financial advisor career as the "top career prospect for the next 10 years" and Money magazine notes it as a "top three career choice." Now is the perfect time to join Allgen Financial Services, Inc.

Personal & Professional Growth
Allgen is committed to ensuring continuous personal and professional growth. We see our business activities as a way to serve our community, not for our community to serve us.

Competitive Compensation
The nature of our operations allows us to provide higher rates of compensation to our advisors. In most cases, Allgen is able to provide 20%-50% higher compensation to its advisors compared to other financial institutions. Financially, we provide a compelling argument for why someone would want to be a financial advisor with Allgen. In addition, we are committed to attracting the best financial advisors in the market to serve our clients.

Activities & Responsibilities

  • Prospect/locate potential clients
  • Set appointments
  • Understand client dreams and goals
  • Perform financial needs assessments
  • Prepare customized financial plans
  • Recommend/sell specific, appropriate products
  • Service current accounts
  • Maintain/build long-term client relationships

Qualities of a Successful Candidate

  • Energy, creativity, and entrepreneurial spirit
  • Desire to help others
  • marketing & sales aptitude
  • Natural interpersonal and communication skills
  • Strong analytical abilities
  • Self-confidence, persistence, initiative, and persuasiveness
  • Passion for learning and building relationships
  • Required federal and state licenses and registrations for securities (i.e. Series 65)
  • Four-year college degree preferred

 

 

Interested?
If you are interested in this position, please contact us at:

careers@allgenfinancial.com

Other Financial Advisor Opportunities
> Financial Advisor - Nashville, TN
> Financial Advisor - Brentwood, TN
> Financial Advisor - Franklin, TN
> Financial Advisor - Orlando, FL
> Financial Advisor - Ft. Lauderdale, FL
> Financial Advisor - Clearwater, FL
> Financial Advisor - Sarasota, FL
> Financial Advisor - Jacksonville, FL
> Financial Advisor - Short Hills, NJ
> Financial Advisor - Morristown, NJ
> Financial Advisor - New York, NY
> Financial Advisor - Charlotte, NC
> Financial Advisor - Charleston, SC
> Financial Advisor - Daniel Island, SC
> Financial Advisor - Atlanta, GA
> Financial Advisor - Savannah, GA
© Copyright Allgen Financial Services, Inc., All Rights Reserved.
disclaimer | privacy | home