FINANCIAL ADVISOR

• A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
• Marketing strategies to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
• Potential Opportunities for professional growth.
• Leadership opportunities, including leading client and conference seminars

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
• Is a self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities and new client development.
• Strong computer skills and the ability to multitask in a demanding environment.
• A bachelor’s degree, preferably in business-related field.
• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
• Obtained insurance licenses.

Retail Options, Executive Search
Providence
United States of America

About the company

Relentless Talent Solutions, Powered by Innovation

We take a non-stop approach to talent acquisition by leveraging the power of artificial intelligence, social media, a database of over 7 million candidates, and a team of recruiters spanning the United States, the Caribbean, and Canada.

In today’s shrinking talent pool, speed is critical—and that’s where we come in. As a boutique firm with a broad reach, we manage the entire hiring journey—from the first conversation to the moment your new hire walks through your door.

What Sets Us Apart

• Geographic Expertise: We succeed where others struggle—finding top talent in challenging regions and remote markets.

• Discreet & Strategic: From confidential searches to special projects, we handle sensitive assignments with professionalism and precision.

• End-to-End Partnership: Our team acts as an extension of your company, fully immersing ourselves in your business culture and hiring needs.

Our Core Values

We Build Long-Term Relationships

We go beyond transactions to foster genuine, lasting partnerships.

We Are an Extension of Your Team

We invest the time to understand your goals, culture, and hiring challenges.

We Move Fast—And Smart

We deliver top-tier candidates swiftly and efficiently—the first time.

We Focus on Quality, Not Quantity

You receive carefully vetted talent, not stacks of résumés.

We Handle Every Detail

Reference checks? Already done. Every candidate we present is fully vetted and ready for the next step.

Job ID: 9523343 / Ref: 516efa0115a94cc64f0c56a9737cd723