Wealth Management Specialist, Sr. jobs in Clearwater, FL

Vice President, Wealth Management

Are you a motivated and ambitious individual with a passion for helping others achieve their financial goals? Do you thrive in a sales-oriented environment and enjoy building new relationships with clients? If so, we have an exciting opportunity for you!

Severin Investments is a portfolio management firm that also offers financial planning and estate planning services. Your role is to guide prospective clients through our process: educating them on our investment philosophy, advising them on which portfolios and services will suit them, and then helping them become clients.

The firm will provide you with qualified leads and all the resources necessary to sell our services. You will also develop your personal connections.

We offer a base salary with an uncapped and lucrative bonus structure.

With Severin Investments, you can pair your passion for sales with portfolios that you feel good recommending to families!

Responsibilities

• Actively prospecting and converting leads into satisfied clients, consistently achieving sales targets.
• Educating prospective clients on portfolio management and Severin Investments’ offerings.
• Recommending suitable investment portfolios and other services to clients based on their unique needs.
• Conducting in-depth financial assessments and understanding clients' objectives, risk tolerance, and investment preferences.
• Working with the internal service team to create financial plans and strategies to meet clients' short-term and long-term financial goals.
• Staying up-to-date with market trends, financial regulations, and industry developments to provide informed advice to clients and prospective clients.

Benefits

• 401k Match
• Paid market holidays.
• PTO
• Health Insurance Premium paid by the firm
• Reimbursement for additional credentials and/or licenses, such as CFP

Qualifications

• Proven track record of success in sales and achieving sales targets, preferably in the financial services industry.
• Bachelor's Degree in business or minimum five years experience in financial services
• FINRA Series 65 or Series 66 license.
• Ability to present complex solutions to prospective clients while building rapport and credibility.
• Strong understanding of investment products, financial markets, and industry regulations.
• Positive attitude, self-motivated, and results-driven with a passion for continuous learning.

Job Type: Full-time

Pay: $50,000.00 - $180,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Financial sales: 2 years (Required)

License/Certification:

• Series 65 or Series 66 license? (Required)

Ability to Commute:

• Clearwater, FL (Required)

Ability to Relocate:

• Clearwater, FL: Relocate before starting work (Required)

Work Location: In person