! Join Our Growing Team at Oxford Advisory Group ! - https://oxfordadvisorygroup.com/
Who We Are
Oxford Advisory Group is a rapidly growing independent retirement planning, wealth management, and Registered Investment Advisory firm with offices in Orlando, Clermont, Mount Dora, FL, and Greenville, Seneca, SC. Our mission is to provide comprehensive financial planning to individuals and families, focusing on those nearing or in retirement. We pride ourselves on our client-first approach, backed by a powerful marketing operation that generates a steady flow of prospects eager for our help.
Compensation: Base Salary of $80,000 - $120,000 + Commission, Bonuses, Trips, etc.
What You’ll Do
- Engage with Prospects: Meet with pre-qualified prospects, eager for your help, and guide them through our comprehensive financial planning process.
- Develop Tailored Plans: Create personalized financial plans that address each client's unique needs, including investments, retirement planning, and insurance solutions.
- Build Relationships: Establish long-lasting relationships with clients, providing ongoing advice and support as their financial needs evolve.
- Stay Current: Continuously update your knowledge of financial products, services, and market trends to provide the best advice possible.
What We’re Looking For
- Licenses: Active Life and Health Insurance License, Series 65 or 66 License.
- Experience: Some experience in financial planning or related fields is preferred, but a strong desire to learn and grow is essential.
- Book of Business: Preferred - but not required at all.
- Qualities: Reliable, coachable, motivated, and a team player. You should be driven to succeed and willing to follow our proven processes.
Why Join Us?
At Oxford Advisory Group, we believe in the power of great people. Our advisors are the heart of our firm, driving our mission to help clients achieve their financial goals. We offer an environment where you can grow, learn, and thrive. With us, you won’t need to worry about finding clients – we do that for you through our extensive marketing efforts, including TV and radio shows, digital marketing, and live events.
Apply Now!
Don’t miss out on the opportunity of a lifetime to join a firm where you can make a real difference. If you’re ready to take your career to the next level and be part of something special, apply today!
This role is not accepting remote applicants. Oxford Advisory Group is an equal opportunity employer.
Job Type: Full-time
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
Work setting:
Ability to Commute:
Work Location: In person