Lead Financial Advisor

Miller Retirement Group is a growing financial services firm that specializes in helping individuals nearing or in retirement protect and grow their wealth. They are seeking a motivated Lead Financial Advisor to provide expert guidance to clients, helping them achieve their financial goals through tailored investment strategies.

Responsibilities

• Develop personalized financial plans tailored to client needs
• Manage client portfolios, ensuring alignment with their long-term wealth management objectives
• Advise clients on cash management, asset allocation, and risk mitigation strategies
• Effectively convert qualified prospects into clients through consultative sales and relationship-building
• Conduct thorough financial analysis using advanced financial software and research tools
• Support sales efforts by presenting financial products and services that meet client needs
• Stay informed about market trends and conduct research to inform strategic planning decisions
• Maintain and update client information using the firm’s CRM system (Redtail)
• Confidence to speak publicly and lead seminars and workshops

Skills

• High School Diploma
• 1+ years experience
• License to sell securities preferred, including but not limited to series 65, 63, 66
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Demonstrates proficiency and confidence working across various platforms and operating systems
• Self-starter who takes initiative and works well independently
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Excellent communication; written and verbal
• Exhibits meticulous attention to detail and a commitment to accuracy
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• Sales experience within the financial industry
• Additional financial designations like CFP, RICP, RMA, or similar designations

Benefits

• Health, dental and vision insurance
• PTO
• Retirement plan with 3% match

Company Overview