Financial Advisor
Northbridge Financial Group
Tampa, FL 33607
Temporarily remote
Job details
Salary
$150,000 - $500,000 a year
Job Type
Full-time
Number of hires for this role
1
Qualifications
• • Bachelor's (Preferred)
• Financial Concepts: 5 years (Preferred)
• Securities Law: 5 years (Preferred)
• FINRA License (Preferred)
Full Job Description Northbridge Financial Group offers a truly unique opportunity with a completely independent platform, highly developed systems and processes coupled with proven turnkey marketing methods
Here is a summary of some of the benefits our platform offers advisors:
--- Proven Marketing Systems
--- Monthly marketing for physicians and business owners
--- Wire house support while maintaining complete independence
--- Centrally located Luxurious office in Tampa Bay with private advisor offices
--- Compliance supervision
--- Financial Transition support based on trailing 12 months production
--- Various levels of affiliation
--- Complete transfer support
--- Industry leading business support
--- Access to skilled licensed staff
--- Cutting edge Technology
--- Dedicated Client Services Manager
--- Access to established relationships with experienced CPA's and Attorneys
--- In house succession planning opportunities
--- Firm best practice sharing and optional collaborative work with colleagues
--- Group benefits
--- Access to domestic and international trips based on production levels
--- Access to various dedicated practice development specialists
--- Client relationship management software.
*** Qualified advisors may be eligible for a high quality book of business under a split rep code.
Skills: At least five years of client face to face investment, insurance and financial planning experience. Series 7 & 66 registration preferred in addition to meeting FINRA continuing education requirements. Series 63 or 65 registration and the Health, Life and Variable Annuity License is also preferred. Strong compliance record in prior and current positions. Ability to create and foster strong partnerships with employees and office financial advisors. Excellent communication and organizational skills. Track record that demonstrates exceptional ability to grow revenue, assets and client base. Strong business and investments acumen. Bachelor's Degree preferred.
If you are interested in taking charge of your future as an independent advisor, contact us to learn more.
Northbridge Financial Group is a Registered Investment Advisory (RIA) firm.
Job Type: Full-time
Pay: $150,000.00 - $500,000.00 per year
Benefits:
• Dental insurance
• Disability insurance
• Life insurance
• Vision insurance
Schedule:
• Weekends
Supplemental Pay:
• Signing bonus
Education:
• Bachelor's (Preferred)
Experience:
• Financial Concepts: 5 years (Preferred)
• Securities Law: 5 years (Preferred)
License/Certification:
• FINRA License (Preferred)
Work Location:
• One location
Company's website:
• www.NorthbridgeFG.com
Company's Facebook page:
• www.NorthbridgeFG.com
Work Remotely:
• Temporarily due to COVID-19
COVID-19 Precaution(s):
• Remote interview process
• Virtual meetings