Head of Financial Reporting managing group and local statutory accounts for global agency TEAM LEWIS. Acting as a lead on corporate compliance, managing audits, and consolidations across regions.
About the role
- Financial Advisor at Ataraxis Wealth Management supporting clients in financial planning. Focused on building clientele, educating clients, and developing financial solutions.
Responsibilities
- Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of financial products and market trends.
- Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
- Influence— Present clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
- Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. You are in business for yourself but not by yourself!
Requirements
- 4-year degree; or equivalent professional work experience
- Prior sales and/or business experience
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
- Must be located in Greater Tampa Bay Area or intending to move there
Benefits
- Commission structure to support early development
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
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