Financial Advisor Lead

beBee Careers is seeking a Financial Advisor Lead in Anchorage, AK. The role involves developing strategies to meet client financial goals, providing banking and investment solutions, and delivering presentations. Candidates should have a bachelor's degree, 5 years of sales experience, and required FINRA licenses. Strong communication skills and financial knowledge are essential. The position offers competitive compensation and opportunities for growth in a supportive environment.
About the Position:

This role requires a highly motivated and organized individual who can develop and implement effective strategies to meet the financial goals of our clients.

Key Responsibilities:
• Act as primary client advisor, recommending banking, borrowing, and investment solutions.
• Capture client goals in a comprehensive financial plan.
• Prepare and deliver client presentations, individually and as part of a team.
• Collaborate with internal and external partners to acquire new and deepen existing client relationships.

Requirements:
• Bachelor's degree in business-related field or equivalent work experience.
• 5 years of demonstrated sales and business development experience with proven results.
• FINRA Series 7 and 66 (or 63 & 65) licenses required.

Desired Skills:
• Strong knowledge of financial products and banking regulations.
• Demonstrated ability to build trust with clients.
• Excellent verbal and written communication skills.

What We Offer:
• Competitive compensation package.
• Opportunities for professional growth and development.
• A dynamic and supportive work environment.