Job Details
Company Description
Oxford Advisory Group is a private, family-owned retirement planning and wealth management firm based in the Greater Tampa Bay Area. With a focus on helping pre-retirees and retirees navigate their retirement years, Oxford has grown from humble beginnings into a family firm committed to enriching lives. The team at Oxford lives in the communities they serve and believes in treating clients as family because family is what's most important.
We have seen significant growth in our Tampa location and surrounding market and are looking to expand our advisor team to bring on new clients. This opportunity comes with a robust marketing platform aimed to keep the advisor in front of new families each week to close business. Our offerings include significant support for client services, unique offerings, and multiple locations for ease of access to our advisors.
Role Description
This is a full-time on-site role for a Financial Advisor at Oxford Advisory Group. The Financial Advisor will be responsible for bringing on new clients with a high closing percentage from the introductions provided and bringing over an existing book of clients. This role is also open for existing RIAs looking for partnership opportunities.
The ideal advisor will focus on closing new business, including retirement planning, investment management, and financial guidance.
Qualifications
- Financial Planning and Finance skills
- Proven track record of building a book of business
- Must have previously or currently managed $10 million or more in assets.
- Excellent communication and interpersonal skills
- Ability to build and maintain client relationships
- Familiarity with tax laws and regulations is a plus
This role is not a service advisor position, though those opportunities may be available in the near future.