Senior Financial AdvisorRogueSearch • Huntsville, AL, US
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Senior Financial Advisor
RogueSearch • Huntsville, AL, US
[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Be present within assigned bank branches to build relationships and generate trust with both internal teams and clients Conduct client meetings to manage and grow accounts, working independently and alongside licensed bankers Coach, Mentor, and Support licensed bank employees - 90% of their production hits your grid Meet and exceed sales goals while prioritizing the client's best interests Conduct group and one-on-one coaching sessions for bank partners Host educational seminars to support business development Cross-offer services like loans, estate planning, and deposit products Maintain and deepen relationships through consistent follow-up Act as a role model for doing what's right for both clients and colleagues Background in financial advisory or wealth management Active Series 7, 66 (or 63 and 65), and life insurance license Ability to explain complex financial strategies in simple terms Strong relationship-building and communication skills In-depth knowledge of investments, annuities, and holistic financial planning
Senior Financial Advisor
Huntsville, AL
If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. A well-established bank is in major growth mode and looking for a confident Financial Advisor to lead its growth into the Huntsville market. The role is tied to a referral network from multiple bank branches and an ongoing referral flow.
Required : Series 7, 66 (or 63 and 65), and life insurance license.
Highlights :
- Strong internal referral network and no competing advisors in the area
- Advisor-driven platform with open architecture
- Ideal for someone currently managing a mid- to large-sized book who is ready to grow
What you'll do :
Responsibilities :
What you'll need :
This is a rare chance to take over a mature book and thrive in a supportive, high-opportunity environment.
Interested or know someone who might be a great fit? Let's connect for a confidential conversation.
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Financial Advisor • Huntsville, AL, US
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